Customizing Invoice in Accountright

Question

Hi Everyone&nbsp;I am very new to MYOB and Accountright.&nbsp;All this while I was working with the installed version of Accountright and was able to customise the invoice template the way I wanted. However, everytime an invoice is emailed by MYOB, I noticed that the invoice that is displayed to the customers is not anywhere near what I had customised.&nbsp;EG. in my template, I have added bank details and some terms and conditions. These details are not displayed on the "online" version of the invoices.&nbsp;&nbsp;I understand that certain versions of Accountright will not be able customize currency. eg. I want it to show in FJD but online is showing AUD (due to the A/right version)&nbsp;Can I customise the invoice that my clients see when they click on the view invoice link?&nbsp;2. Why doesn't MYOB allow invoices to be searched by Narration?&nbsp;

princess_r · Answer

Hi Nitesh&nbsp;
&nbsp;
Thank you for your post. I'd like to extend you a warm welcome to the Community Forum. I hope you find it a valuable resource.
&nbsp;
If you had customized an invoice template and saved this as a default this should be showing once it was sent to your customers. I'll give you our Help article, Personalising invoice, that has detailed information to assist with this. Kindly make sure to select the default form saved when emailing and printing.
&nbsp;
In searching for invoices under sales register in AccountRight each category has column and filter by date range. In the web browser version you can filter by status (open, closed, overdue and credit) .
&nbsp;
Please feel free to post again I'm happy to assist.
&nbsp;
If my response has answered your enquiry please click "Accept as Solution" to assist other users find this information.
&nbsp;
Cheers,
Princess

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Customizing Invoice in Accountright

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