Forum Discussion

BrandonDouglas's avatar
2 years ago

Invoice templates

Hi there,

We utilize both online and AccountRight-based products. I'm currently exploring options to align our invoices across these platforms. I've examined the available templates, but I haven't found anything that closely matches each other.

Could you kindly provide guidance on how we can achieve consistency in our invoice formats?

Thank you for your assistance.

Best regards,

  • Hi BrandonDouglas,

     

    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.

     

    AccountRight includes a range of invoice form templates for printing and emailing PDF invoices. These forms can also be easily customized to give your own personal touch. You can check on this Help Article: Personalizing invoices, this contains more information that can help you and you can use this as a reference. 

     

    If you need further assistance please feel free to post again. We're happy to assist you. 

     

    If my response has answered your enquiry, please click "Accept as Solution" to assist other users find this information.

     

    Thanks,

    Cel

     

      • Celia_B's avatar
        Celia_B
        MYOB Staff

        Hi BrandonDouglas,

         

        Thank you for getting back to us and providing an update on the issue. 

         

        In this regard, you can create or add a template by exporting the same type of information from AccountRight's sample company file. The export file becomes your template. To use the template, open it in Microsoft Excel and replace a content with the data you want to import. You can then import the file into your company file. You can also import your prepared template. 

         

        To have more information on this, you can check on Help Article: Using an import template. You can use this as a reference. 

         

        I hope this helps. And if you need further help, please feel free to post again. We are happy to help you. 

         

        If my response has answered your enquiry, please click "Accept as Solution" to assist other users find this information.

         

        Best Regards, 

        Cel