Forum Discussion

LP1's avatar
LP1
Experienced User
4 years ago

comments auto populating to next invoice

Hi Team, Has there been any new updates which enable us to disable the autopopulate of comments over to the next invoice? Its very frustrating as we use comments all the time which are individualise...
  • Steven_M's avatar
    Steven_M
    4 years ago

    Hi LP1 

     

    Just thought I would jump in on this one.

    While not a solution, a good workaround that I have seen some users do use and something that I have recommended in the past, is to have a full stop in the Sales Comment on the Customer's card. What this does is forces the comment on each transaction to be a full stop, overwriting the previously stored comment from the last invoice (when the customer is selected). So if you wanted to have a comment, not related to the previous invoice, you can type it in. And more importantly, if there is no comment (or the user misses updating that comment) you just have a full stop in that field, rather than the previous comment.

Yanike_S's avatar
Yanike_S
MYOB Staff
4 years ago

Hi LP1 

 

Thanks for your post.

 

In AccountRight manually entered comments on a sale will transpose to the next sale if the sales window is not closed and reopened. If you close the window before entering the next customer, your comment won't auto populate the next invoice.

 

If you don't do this, you will have to delete the comment from the comment field.

  • LP1's avatar
    LP1
    Experienced User
    4 years ago

    Dear Yanike, we tried your suggestion and unfortunately this did not work.  Comments from previously invoice still appeared on next new invoice.

    • Yanike_S's avatar
      Yanike_S
      MYOB Staff
      4 years ago

      Hi LP1 

       

      Have you selected the preferred Sale Comment in the customer card>>Selling Details for each customer? This enables you to individualise comments to each customer invoice. When these are filled out in the customer card, each invoice for that customer should populate with the set comments. Could you send me some screenshots if this is not the case?

      • LP1's avatar
        LP1
        Experienced User
        4 years ago

        Hi Yanike,

        the text in comments changes all the time. It's not the same text for each customer. Each invoice we require unique comments pertaining to that invoice.

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