Forum Discussion

BBPsychology's avatar
BBPsychology
Member
1 year ago
Solved

Uploading new invoice format

I have a new client who requires me to use an excel format invoice. Is it possible to upload this excel invoice to MYOB so I can send it out rather than having to create a copy of the invoice in the current MYOB invoice format?

  • Genreve_S's avatar
    Genreve_S
    1 year ago

    Hi BBPsychology, 

     

    Your client's request is quite unusual. The software has no built-in feature to export invoices directly to CSV or XLS formats. You'll need to manually transition the invoices to a file that Excel can read.

     

    Regards,
    Genreve

1 Reply

  • Genreve_S's avatar
    Genreve_S
    MYOB Moderator
    1 year ago

    Hi BBPsychology, 

     

    Your client's request is quite unusual. The software has no built-in feature to export invoices directly to CSV or XLS formats. You'll need to manually transition the invoices to a file that Excel can read.

     

    Regards,
    Genreve

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