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Crompton's avatar
Crompton
Experienced Cover User
20 days ago

web brower sales invoice formating

I have several clients who have to use the web browser version of myob as they use apple.

 

I now understand that this is creating errors in the cloud version.  Any invoice that they raise in Apple can not be edited, changed or deleted with the Desktop or Cloud Versions.

 

Also there is no ability to custom format/create your own invoice within the webbrowser version, you only have available the fields that MYOB have deemed as available to you.  Where is the feature which allows you to but your EFT/Banking details on the invoice? Is it available, is it going to be available?

 

The invoice that is there now has that on it, but how that got there we have no idea, and now that we have changed banks this invoice template has the wrong banking details on it?

 

I need a solution please.

 

regards


Sandy

1 Reply

  • Hi Crompton - thanks for your question.

     

    You can edit the payment details that appear on your invoices via the sales settings (click the settings menu (⚙️) then choose Sales settings to open the Sales settings page, then click the Payments tab).

     

    Here is a help topic that has more details (and pics): Set up your invoice payment details.

     

    And here's a help topic with details about all the sales settings

     

    I hope this helps.

     

    Adrian