Forum Discussion

SP64's avatar
SP64
Experienced User
2 years ago

Invoice Templates

Hi,

 

When first setting up MYOB my accountant created our Invoices on the web and set it up as the Template - say its called Invoice 1.

 

He then set up MYOB on my PC a couple of weeks later.  I created a new Invoice and called it Invoice 2 and this is the template set up on the PC.

 

I alternate between using my PC (AccountRight)  and the web based MYOB (essentials).  I cannot change the template on MYOB Essentials so that Invoice 2 is the template.  Is there a way around this?

 

Thanks

SP

1 Reply

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  • Genreve_S's avatar
    Genreve_S
    MYOB Moderator
    2 years ago

    Hi SP64, 


    Thanks for posting your concern in the forum. 

     

    I understand how your use case requires you to be on the browser version and the desktop version at different times. Unfortunately, this is not possible. The template for invoices in the web browser can only be accessed in the web browser and the template in the desktop version can only be used from the application. We will raise this with the development team as a suggestion. In the meantime, you will need to send all your emails using the desktop version of the application for the sake of uniformity. 

     

    We appreciate your patience. Feel free to post again in the forum if you require any other assistance. 


    Thanks,

    Genreve

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