Forum Discussion

Maisie23's avatar
Maisie23
User
2 years ago

Invoice Formatting

Please can you tell me how to make Headers within the text of an invoice which are bold and underlined.  We want clearly defined Sections and Sub Totals but want to format them so they stand out BOL...
LisaTerese's avatar
LisaTerese
Experienced User
2 years ago

Hi Maisie23

Have you Customised your preferred invoice within MYOB AccountRight?

If not, if you go to Setup in the top ribbon, and from the dropdown box select Customise Forms.

Select Invoices and a range of forms will be displayed.  Choose you preferred Layout option, and this will allow you to add business logo/photo-image, and also to choose required font, bold/underlined, column headings, with or without GST pricing and more.

This process can take time and once you work out how to navigate throught the form, it will become easier.

Once you Save the completed invoice, you can then name it as you require and then choose this invoice as your preferred invoice template when printing and/or emailing invoices - or select the new saved invoice in the Customer card under the Selling Details tab.

 

I do hope that this is what your question is referring to, and that my reply may assist in some small way.

 

Cheers

Lisa

 

 

  • Celia_B's avatar
    Celia_B
    MYOB Moderator
    2 years ago

    hi Maisie23 

     

    Thanks for your post. 

     

    I have tried it on my end and I can able to underline and bold the subtotal and it works You just need to highlight on the word that you want to make it bold or underlined to make the option available.  You can check on this Help Article: Personalizing Invoices for more information on how you can do the process. 

     

    Please feel free to post again. I'm happy to assist you further. 

     

    If my response has answered your inquiry please click "Accept as Solution" to assist other users find this information.

     

    Best Regards, 

    Cel