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msato_design's avatar
msato_design
Member
8 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
    8 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. 🦸

SupportNoteGuy's avatar
SupportNoteGuy
MYOB Staff
8 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

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