I want to make some changes to the Sales Template, i.e. delete some fields and it doesn't seem to allow me.
The Template includes Purchase Order No. and Ship to address. Both of these are not need and I would like to remove them. Can these be removed & if so how. Thanks in advance.
Hi T_M_G,
It’d be awesome to fully customise your sales templates to show exactly what you want. Right now, what you can do is detailed form changes using the AccountRight desktop version. The browser version lets you edit some info, but there are a few limits as mentioned on this link. If you’d like more options, it’s a good idea to vote on this Idea or share your suggestions about the specific things you’d like to add or remove. This way, other users can support your Idea and our product team can look into it for future updates.
Cheers,
Princess
Thanks Princess. This is MYOB Business not AccountRight. This file was migrated from AccountRight to MYOB Business due to downsizing & not needing all AR features. I'm aware of the limits but was 'hoping' I had missed something. I'll add an Idea and hopefully MYOB will consider it for the future.
I do find it very disappointing that you can't currently edit your template to suit your business needs.
T_M_G , there was discussion about Ship-to addresses this week (Remove "Shipping" from invoices in Business Lite | MYOB Community), from which i learned that if you leave the customer's delivery address blank, that address will not appear on the invoice. You also have to make sure the tickbox "same as billing" is not selected.
I suspect you cannot remove the purchase order field.
