Forum Discussion

Livfast26's avatar
Livfast26
Member
26 days ago

Automatic recurring invoices

Hi Team,   I just signed up today with Solo MYOB and honestly got pretty excited to try all the features. But I can’t figure out how to use the same invoice templates for every clients without havi...
Han-Solo's avatar
Han-Solo
MYOB Staff
22 days ago

Hi Livfast26​ , 

Welcome to SOLO 👋 Love the excitement (and yep, totally hear the frustration).

Right now, invoice templates with locked-in defaults (like always “due on the day” or auto-saved payment instructions) aren’t available just yet. So you’re not missing anything, you’ve bumped into a current limitation, not a hidden setting.

The good news: this exact stuff is already on our roadmap and actively being worked on.

What’s coming 👀

  • Saved invoice notes – things like payment terms, bank transfer instructions, disclaimers, project blurbs. Save them once, reuse them with a tap. No more retyping the same spiel every invoice.
  • Copy invoice – duplicate an existing invoice, tweak what’s changed, send it off. Fast, tidy, no rebuilding from scratch.

You can see a sneak peek of what’s coming for 2026 here. 

Let us know if you have any questions, 

Thanks, 
Hannah

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