Client name not appearing on fee invoices or debtor statements

This support note applies to:

AE Practice Manager (NZ)
AE Practice Manager (AU)
AO Practice Manager (NZ)
AO Practice Manager (AU)

Article ID: 14733

The Client name that appears on a fee invoice and debtor statement on MYOB Practice Manager (MYOB PM) is the Mailing name for the client. The structure of the Mailing Name is based on an algorithm setup under Maintenance > Maintenance Map > Documents > Mailing Settings.

The Mailing name can be updated for an individual client or it can be reset for all clients.

If you have amended a number of client's Mailing names to be different to their legal name, you could create a report under Reports > Client > Client List and include the Client code, Client name and Mailing name to see how many names have been customised/changed before considering using the bulk update to reset all clients. See KB 35735: Creating and formatting reports in AE/AO

To setup the Mailing name configuration

In MYOB PM, follow the menu path Maintenance > Maintenance Map > Documents > Mailing Settings. The Mailing Settings page appears.

Complete the fields using the table below.

Field	Algorithm Example	Data
Mailing Salutation	[FN]	First/Given name
Mailing Name	[FN] [MN-1/1] [LN]	First/Given name + 1st character of Middle Name + Last Name/surname
Mailing Initials	[FN-1/1] [MN-1/1]	First character of First/Given name + 1st character of Middle Name
Mailing Formal Name	[PR] [FN] [MN-1/1] [LN]	Prefix (i.e. title) + First character of First/Given name + 1st character of Middle Name + Last Name/surname
Mailing Name Separator	[ ]

Click OK to save the changes.

To reset the Mailing name for all clients

Follow the menu path Maintenance > Maintenance Map > Documents > Mailing Settings. The Mailing Settings page appears.
Click Reset Mailing Name from the Task Bar. The prompt "You are about to reset the mailing details on all contacts. Are you sure you want to continue?" appears.
Click Yes

To reset the Mailing name for 1 client

Open the client.
Select Edit Client Detail from the Task Bar. The Amend Client Name screen appears.
Click the Refresh button to the right of the Mailing Name field. The Mailing Name field is updated.

If the Mailing Name field is not populated, check the algorithm is set up correctly as per the instructions above.
Click OK to save the changes.

MYOB INTERNAL STAFF ONLY

After adding the mailing name exists on the clients, don't press Back & go back to Stage 1 as this can clear the Mailing Name.

If you need to change the bill number, invoice date, or style, do it after you click Finish.