Forum Discussion

msato_design's avatar
msato_design
2 months ago
Solved

Can I change invoice details?

Hi there

Can I change the details in the cover of the invoice? I would like it to be able to show my business name, for example

  • Jay-Solo's avatar
    Jay-Solo
    2 months ago

    Hey there msato_design​ - we've got you covered! Jay here from the Solo team. 👋

     

    Adrian's comment above is spot on, but I'll also note that the Invoice template field can be used to add or change a logo, as well as the invoice colour if you'd like to add some additional flair. 

     

    We've prepared a guide here on how to make changes to your template, and also preview them in real time. 🖌️🎨

     

    We've also got even more content in our Invoicing Help Articles - check it out for tips, step-by-steps, and everything you need to become an invoicing pro. 🦸

2 Replies

  • SupportNoteGuy's avatar
    SupportNoteGuy
    MYOB Staff
    2 months ago

    Hi msato_design​ - thanks for the question.

     

    You can change the business and contact details that show on your invoices via the invoice settings.

    1. Go to Money in and tap settings (⚙️).
    2. Tap Invoice settings then Invoice template
    3. Tap Contact details and change the details shown on your invoices and reports. You can tap Preview template to see how it looks.
    4. Tap Save.

    I hope this helps! You'll also find lots more help info like this in the Solo help pages.

     

    Adrian

  • Jay-Solo's avatar
    Jay-Solo
    Experienced User
    2 months ago

    Hey there msato_design​ - we've got you covered! Jay here from the Solo team. 👋

     

    Adrian's comment above is spot on, but I'll also note that the Invoice template field can be used to add or change a logo, as well as the invoice colour if you'd like to add some additional flair. 

     

    We've prepared a guide here on how to make changes to your template, and also preview them in real time. 🖌️🎨

     

    We've also got even more content in our Invoicing Help Articles - check it out for tips, step-by-steps, and everything you need to become an invoicing pro. 🦸

Looking for something else?

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

Community home

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