Invoice Templates: Ability to select bank details
Frustration of mine is being unable to have multiple invoice templates, and change the bank payment details per invoice template, i have 4 bank accounts in use with bank feeds to MYOB too (association requirements) and would like to invoice specific to those accounts when issuing invoices, at the moment its very painful changing the bank payment details 'company wide', issuing the invoice, then changing the bank payment details 'company wide' again...
Changing Order of Line Items in Quotes
When we are creating a quote, we add all the line items, then if we would like to change the order before we send it, we have to delete the items and add them again in the new order rather than just dragging the line item into the new position like we can do when creating invoices. I would like to be able to change the order of the line items on quotes in myob.
Default Email Template for Bulk Invoice Sending
Our clients would like the default email template to work when sending out multiple invoices at once. They have 15 recurring invoices to send each month and don't want to have to go into each invoice and manually send each one for the default email template to come up. I have spoken with someone at support and they said that they don't recommend ticking invoices and sending them as the default email doesn't come up. Can this be fixed or is there something that we need to change in our clients file for this to work. Thanks LaurindaFeature Request: Streamlined Invoice Customization for Small Businesses
Hello MYOB team, I have been using MYOB for a while now and I love it for managing accounts and finances, but I have noticed a deficiency in invoice customization capability. As a small business owner, I often need to add custom items (payment terms, service descriptions (specific), promotional notes) to invoices to help clients understand what the charge relates to. Considering the available customization options are presently satisfactory, I think you can agree that a more flexible interface for invove designing and customizing invoices to disclose relevant details would be beneficial for small business owners - highly beneficial. Specifically, I would benefit from being able to drag and drop invoice sections, change simple fonts, and adjust layouts with relative ease. Fielding quick custom fields or options based on clients would also save significant time. On the topic of invoices, it is evident many small business owners are seeing growth rates they haven't seen in many years, and along with growth, there is the importance of ensuring robust expanding cybersecurity practices. In case there are curious minds out there as to how to learn cybersecurity to protect your business I would appreciate any recommendations for resources or courses. Anyway, I think an update to the invoice customization/sort of interface and a bit of hinting about cybersecurity resources, would be a constructive addition to the MYOB value-add offering. Look forward to your feedback! Thanks, martinanderson
Multiple shipping addresses for one customer
I have just had my file migrated from AccountRight to BusinessPro and am disappointed to realise that I am unable to do several of the things that I have previously done on a daily basis. One of these is multiple shipping addresses for one customer. I need to charge/invoice the head office of a chain of stores that I supply for all of the product that I send to their numerous stores, but I need the shipping address on the invoice to show the store that received the product. i.e. there are many different shipping addresses, but all billed to one account. In Accountright I was able to do this by selecting the head office as the customer, and then choosing "another card" as the billing or shipping address - (all of the stores had their own cards)- and this way the relevant store's details ended up on the invoices, but all invoices for all stores were charged to the single account of the head office. I have just changed to Business Pro and there doesn't appear to be a way in this software to choose "another card" for a shipping/billing address. It would be great if this function could be added. P.S. When I was looking for a solution in the community forum, I did see that this issue had been raised a couple of years ago. I
