Forum Discussion

OlgaD's avatar
OlgaD
5 months ago

Can you delete personalised invoice templates?

I have started a new job and they have created multiple invoice templates.  Is there a way to delete the extra personalised invoice templates that are not needed?  They want me to add the banking d...
  • Princess_R's avatar
    Princess_R
    5 months ago

    Hi OlgaD,

     

    Seems like you're dealing with a lot of invoice templates and it's causing some confusion. If the invoice templates were created in the desktop version of AccountRight, they can't be deleted. However, if you've created an invoice template through your AccountRight browser version, you do have the option to delete them. A workaround for the desktop version could be renaming the invoice templates. This way, it'd be easier for you to identify which ones are needed and which ones are not. For more info, check out this Help article: Personalising invoices.

     

    Feel free to get in touch if you need more help.

     

    Cheers,

    Princess

Princess_R's avatar
Princess_R
MYOB Moderator
5 months ago

Hi OlgaD,

 

Seems like you're dealing with a lot of invoice templates and it's causing some confusion. If the invoice templates were created in the desktop version of AccountRight, they can't be deleted. However, if you've created an invoice template through your AccountRight browser version, you do have the option to delete them. A workaround for the desktop version could be renaming the invoice templates. This way, it'd be easier for you to identify which ones are needed and which ones are not. For more info, check out this Help article: Personalising invoices.

 

Feel free to get in touch if you need more help.

 

Cheers,

Princess

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