Apply Customer deposits to Sales orders in bus pro
For some reason, When a client pays a deposit for an order, Business Pro does not have the ability to apply the deposit to the sales order. So when the sales order is converted to an invoice, you then have to either "remember" that you have received a deposit. Looking at the list of sales orders does not tell you if a client has paid the deposit or not. Production can be held up unnecessarily. This feature is perfectly normal in Accountright.
Customer‑Specific Shipping Protocol Reminder When Generating Courier Labels
Idea / Feature Request: We would like the ability to set customer‑specific protocols within MYOB that trigger a reminder or pop‑up when finalising a sale. For our business, this is essential for delivery requirements. For example, we have a rural customer who must not have “Signature Required” selected. If this is accidentally ticked, the courier will not leave the parcel, and it is taken back to the depot — causing inconvenience and frustration for the customer. While this is a delivery‑specific need for us, the feature would be valuable for any business that must follow client‑specific protocols, such as special handling instructions, payment conditions, compliance notes, or other operational requirements that must not be overlooked. A pop‑up alert tied to the customer profile would ensure these important rules are followed every time, reduce errors, and improve both workflow and customer experience. Benefit: Ensures adherence to customer‑specific requirements Reduces mistakes during order processing Supports rural and high‑needs customers Saves time for both the business and the customer Improves consistency and service quality
Hyperlink in default email settings
I would like to see the default emails (for send invoices etc) be able to contain a hyperlink. The idea is to be able to send the click a link to leave a review. After the job is complete this email is usually the only contact and we think this is the best time to 'touch' the customer right then when the job has just been complete. It would also allow for EVERY customer to get this not just the ones we have time to send a separate email to later.
Allow customers to electronically accept quotes and provide PO details
Currently, MYOB allows us to send quotes to customers, but there does not appear to be a simple way for the customer to electronically accept the quote. It would be very useful if customers could open the quote and formally accept it online. This would reduce double handling, remove the need to manually track quote acceptance, and make the quote approval process clearer for both the business and the customer. In some cases, we also require a customer purchase order before work can proceed. It would be helpful if, when accepting the quote, the customer could enter a PO number and optionally add comments or notes. Suggested fields/actions: Accept quote button PO number field Optional customer comments field Confirmation timestamp showing when the quote was accepted This would make quote acceptance more efficient, reduce admin overhead, and create a cleaner audit trail.Searching customers/contacts
Can we please increase the search criteria for contacts to include address and phone numbers, I don't always remember a customers name but usually always remember the address or suburb. Sometimes I like to lookup a previous job I have charged and I usually remember the address before their name, being a serviced base business as I am.
