MYOB Essentials

MYOB LIVE customised forms and templates ... my way!

mrsbegg
5 Posts
Cover User

Please can we have the ability to customise our forms, invoices and statements etc? I want to be able to include my logo on my statements. I'd love to be able to add to my invoices a paypal (or other) web address for people wanting to pay by credit card. I'd like to be able to change the wording on emailed invoices. Arrrgh. So frustrating!

Current Status: Under consideration

Thanks for the great idea. Anyone else who would like to see additional customisation, PayPal and credit card payment options added to invoices, please cast your vote on this idea.

68 Comments
MYOB Moderator AndrewB
144 Posts
MYOB Moderator
Thanks for the great idea. Anyone else who would like to see additional customisation, PayPal and credit card payment options added to invoices, please cast your vote on this idea.
chadt
1 Post
User

Hello,

 

I'm new to MYOB LiveAccounts and love the product! The only thing I would like to suggest is the ability to customise invoice and quote templates. As a designer I feel it's important to get these looking very nice!

 

My suggestion is for a simple HTML/CSS editor to customise templates. An excellent example of this is demonstrated within the Ronin App software (another web based invoicing app). Please see examples attached.

 

http://ronin.reamaze.com/kb/templating/variables

 

Cheers,

Chad.

 

 

 

 

 

timlaar
1 Post
User

Just an idea on how best to implement customisation without too much coding in the back end would be the ability to upload an (A4 PDF for example) that sits behind as a base layer whereby MYOB supply a template as to where thier data fields will sit and you just go crazy with your customisation of the header and footer outside of Live accounts.

 

Within settings under business details you could then have tick boxes to indicate what information you would like to show/hide from the invoice template.

 

To expand on this concept have a file upload for a pre-determined number of pages to add on the end of the invoice as a terms of conditions, company profile or whatever you desire really!

 

Anyhow this would give you near total control of the 'Look' without complicated templating within LiveAccounts.

joeyavalance
1 Post
User

Was very dissapointed when it came time to use the invoice template designs in MYOB Essentials.

There are many other customisable invoicing systems online that seem to work well, many of them free.

 

Also not having Paypal functions and such is also limiting for small business,

other services provide clickable links directly to PayPal which is very encouraging to get clients to pay invoices earlier.

 

As a designer its embarassing that im often designing cool invoice templates for clients and then my own looks very generic and limited. 

 

MYOB Essentials is a great system to use but i already know if other colleagues who have chosen other alternatives because the invoicing templates were lacking. 

 

Hopefully this can be sorted out soon

KeyBusiness
2 Posts
Cover User

We'd like to have more than one invoice option. Different divisions within one organisation need different formats for invoicing. Can we have more than one option please? This is the only reason we can't use MYOB Essentials in its current format. 

Shawthing
1 Post
User

I have just signed up to start using MYOB for the first time and I am dumbfounded that I have to use a generic "invoice template" with no way of customising this to my business. 

Would it be that hard to be able to edit the field heading?

MYOB please get this sorted ASAP otherwise I will be forced to use another invoicing system.

 

TrevaTV
5 Posts
Cover User

This is an absolute must for all businesses these days....

 

 

Cubby
5 Posts
User

Customised invoices, as well as Service Invoices should be top of the list for new improvements.  Adding an attachment would also be a welcomed addition.

 

 

FHChats
8 Posts
Cover User

I would totally like to see this. I think that having a good looking invoice with all of the right information really helps your business to look professional.

I suspect this is one of the reasons that Xero is so popular. 

 

I would like to see a screen where you can choose which elements appear on the different ares of the invoice (we would leave out 'ship to' for example).

 

For the detail section a list of the possible columns you could have and the ability to customise:

  • column width
  • header text
  • data format (a date column would be nice)

I also think that what Cubby has suggested sounds like a good intermediate solution - the option to choose a standard Service Invoice would be awesome.

 

Suggestions123
1 Post
User

It would be great to have customised templates available on Essentials. 

The existing templates don't suit the look and feel of the business - as such, we create them on a separate program (InDesign). We have very specific requirements for our invoices and quotes, and would love to be able to create them in MYOB.

Thanks.