Forum Discussion

Lisa_Aus's avatar
Lisa_Aus
Experienced User
4 months ago

Customised Invoice template - Time billing

Hi, I have just started importing time billing invoices. I use a spreadsheet that has the activity ID's in a column which then matches up with what I have in MYOB and allows the import successfully. However I want the Activity Name or description NOT the Activity ID to appear on my invoices. 

 

It does say the following online, and I have ticked the box in the activity ID set up saying use the Activity Description in sales but it is not doing that on the invoice. I do have our work docket number appearing in the notes field so perhaps that is why it is not showing the desciption? Can I just get the Activity Name on an invoice and not the Activity ID?

 

"In the Activity Name field, type a name for the activity. In the Description field, type a description of the activity. If you want the description of the activity (rather than the activity name) to appear on time billing invoices, select the Use Description on Sales option."

 

Thankyou

 

Desktop
  • Doreen_P's avatar
    Doreen_P
    MYOB Moderator
    3 months ago

    Hi Lisa_Aus

     

    It sounds like you're on the right track with setting up your Activity IDs and descriptions for invoicing. When importing, MYOB matches based on the pre-existing Activity ID in your company file. To have the Activity Name appear on your invoices instead of the ID, ensure you've selected the "Use Description on Sales" option in the Activity setup. If you're still seeing the ID, it might be due to other fields like the notes section. You can also check the link here for more information on how to personalise invoice template. Feel free to create a post again if you encounter issues in the future.

     

    Best regards,

    Doreen