Forum Discussion

ExclusWater's avatar
ExclusWater
Experienced Cover User
3 years ago

MYOB Business Pro - Invoice Templates

I'm new to MYOB Business Pro (subscription).  Have had Accountedge Pro in the past.   Can you create your own invoice template to use in Business Pro (i.e. with different fields etc) or can you import forms into it to use instead of the template that is currently there.

  • Steven_M's avatar
    Steven_M
    3 years ago

    Hi ExclusWater 

     

    Invoice templates are fixed in MYOB Business. Customisations are around colours, logos, and adding business information - users are not able to add additional fields outside of Your business details.

  • Steven_M's avatar
    Steven_M
    Former Staff
    3 years ago

    Hi ExclusWater 

     

    Yes, MYOB Business allows users to set up their own sales templates.  Our Help Article: Set up your sales templates would be able to assist with that process.

     

    Please note: Templates must be set up in MYOB Business, you are not able to import from another source.

    • ExclusWater's avatar
      ExclusWater
      Experienced Cover User
      3 years ago

      But I can't see where you can add other fields to the MYOB Business invoice template.  

      • Steven_M's avatar
        Steven_M
        Former Staff
        3 years ago

        Hi ExclusWater 

         

        Invoice templates are fixed in MYOB Business. Customisations are around colours, logos, and adding business information - users are not able to add additional fields outside of Your business details.

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