Forum Discussion

LeighaPecnik's avatar
LeighaPecnik
Experienced User
1 year ago

Importing Invoice Templates

Hi,

 

I have been given an invoice template as a word document. How do I take this document and import into MYOB Accountright to use as a sales invoice. I have never done anything like this before. I have always just customized the ones already in there.  I did try and import the template but it wouldn't do anything. 

Any help would be greatly appreciated.

1 Reply

  • Princess_R's avatar
    Princess_R
    MYOB Moderator
    1 year ago

    Hi LeighaPecnik,

     

    I get that working with new tools and formats can feel a bit overwhelming, especially if you're used to customising existing templates. To import an invoice template into MYOB AccountRight, you'll need to convert your Word document into a format that MYOB can recognise, which is a TEXT file. Alternatively, you can import by editing and replacing the data exported from MYOB. For more info, please check this Help article: Importing and exporting tips.

     

    Feel free to get in touch if you need more help.

     

    Cheers,

    Princess

Looking for something else?

Search the Community Forum for answers or find your topic and get the conversation started!

Community home

Learn:

 

Level up your skills using MYOB software.

 

Find help guides and technical solutions for all MYOB products here

Explore video tutorials for our software at the MYOB Academy here

 

Dig into MYOB Academy for free courses, learning paths and live events to help build your business with MYOB.