Sales: Add customer from Invoice window
Hi, While creating an invoice, if you select the option to add a new customer, the system defaults to Business customers and does not allow you to change the customer to an Individual. For my client who deals mainly with individuals, this is very time consuming and frustrating. Could you please add this to the list of fixes for Essentials. Thanks, Alan "Need to be able to add new individual customers during invoicing"4.4KViews5likes5Comments
attaching documents to customers cards
Should be able to attach documents to customer's cards. E.G., Certificate of currency - and have a follow-up date to be prompted when next due. I.D's Drivers Licence again with date of expiry. This should also be on staff cards. I know this could be done through the calendar, but if MYOB wants to be all-inclusive, this would be very handy.
