Forum Discussion

Byprint's avatar
Byprint
Cover User
2 years ago

invoices

how do i edit an invoice template that i have already set up. i just want add a word.

6 Replies

  • SKing's avatar
    SKing
    Experienced Cover User
    2 years ago

    It should appear in your recurring transactions list - you can edit and save it there.

  • Hi  Byprint  (not SKing - sorry, edited)

     

    Try Setup > Customise Forms. Select form, make changes and save.

     

    Regards

    Gavin

  • gavin12345's avatar
    gavin12345
    Ultimate User
    2 years ago

    Hi SKing  (referring to your question since deleted - link might be useful for others)

     

    The Support centre has lots of help articles and in some cases videos. See this link for personalising invoices.

     

    Regards

    Gavin

  • SKing's avatar
    SKing
    Experienced Cover User
    2 years ago

    Hi Gavin

     

    This wasn't my query - you are replying to the wrong person :)

  • Shella_A's avatar
    Shella_A
    MYOB Moderator
    2 years ago

    Hi Byprint,

     

    You can make changes to most sales templates (invoices, quotes, and orders) in a few quick steps. If you need to change how a sale looks when printed or emailed, see Personalizing Invoices for detailed instructions about this.

     

    Feel free to create a new thread if you require any other assistance.

     

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

     

     

    Kind regards,

    Shella