Sales/service dates
I would like to be able to add a service date to my invoices, so I can do once a week billing. NDIS require a date service was supplied and MYOB does not have that function. this means I have to do a seperate invoice for every service I provide. Even if that’s 7 services in a week for same client!
Adding hyperlinks to invoice emails
When sending emails from MYOB, it would be extremely useful to have the ability to insert our own clickable hyperlinks in the email body. For example, I could include a link for customers to leave a Google review. This doesn’t seem like it should be a major development task, as the automated MYOB emails already contain multiple hyperlinks. If those can be included by default, it makes sense that users should be able to add their own customized links as well.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.Adding text in description section browser version in quotes
I've searched and searched and there does not seem to be a way to add text only(blank row for text only) in a quote without adding a category. In an invoice you can and in AR version you can. If you do it in AR this then makes the quote read only in browser which then limits further modifictations. Simple things like this which have been addressed for sometime now need to be added/fixed.Include Job numbers on Sales templates for invoices
Users would like the option to include the Job number as a column in the sales template settings. At the moment, you can select a job at the time of creating the invoice, however when emailing/printing the invoice out the job number doesn't display. This idea was requested 4 years ago with a total of 20 votes and 7 comments.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.
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.
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...
