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Reado15's avatar
Reado15
User
3 years ago

Invoicing based on contact

Previously in the old MYOB your contacts list showed you who the person was when generating an invoice. Meaning if you needed to invoice different people within an organisation seperately it was easy to ascertain the correct contact. 

 

Now not only do you have to pot luck chose which contact is the right one (as it only shows multiple entries of the company name), once you have generated an invoice it greys out the contact billing informaiton so you can't change it!

 

I have now lost count of my problems with this "new and improved MYOB" and its clear there was almost zero usabiltiy testing done as even very basic things that businesses require are just not there. I am seriously considering moving to Xero. I am at the end of my tether. Anyone got any work arounds? 

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  • Tracey_H's avatar
    Tracey_H
    Former Staff
    3 years ago

    Hi Reado15 

     

    Sorry to hear that you're not liking the newer Essentials platform. We aware that the customer list doesn't show the contact name when creating an invoice, this has logged as an enhancement request for a future update. 

     

    Please do provide details of the other problems you're having and we'll be happy to help. 

    • jtp1's avatar
      jtp1
      User
      3 years ago

      Same issue - I have multiple contacts in several of the organisations I invoice and this is so frustrating!

       

      What's worse, in the old Essentails I just typed the contact name, so this feature has been removed! If it ever gets into the new version it won't be an "enhancement", just a return to the previous better version.

       

      So far I have only found 1 thing that's better in the new Essentials and countless things that are worse or broken. It's almost impossible to believe how badly this change has been implemented.

       

      Is there any timeline for this to be fixed?

      • Tracey_H's avatar
        Tracey_H
        Former Staff
        3 years ago

        Hi jtp1 

         

        Apologies for the delay in replying to you. At this stage I'm not able to provide a timeframe for this. If you need assistance with other issues you're experiencing please don't hesitate to start a new post and we'll be happy to help.