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Crompton's avatar
Crompton
Partner
11 months ago

Cloud Invoice default needs to be used defaulted in web brower version

I have created the invoice and how it looks with the cloud version of myob, but have now been advised that the client is using an applemac and has to use the web browser version.  I have looked at the setup within the web and I can see the item invoice I created, but I cannot default the layout nor the email layout that the invoices are sent on to the one I created in the cloud version.  How can i do this?

 

How can i save this cloud invoice template onto the webbrower version.

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  • Princess_R's avatar
    Princess_R
    MYOB Moderator
    11 months ago

    Hi Crompton,

     

    Thank you for your post. 

     

    In this matter, try to open your AccountRight file in the web browser version, and you'll need to manually set the template that you want to be the default. You'll need to do the same with your email settings. Go to the top right corner of your screen, where you can see your Business name, and select Sales Settings. Please refer to this Help Article, Set up your Sales Templates, that has detailed information to assist with this.

     

    Please let me know if you have further questions. I'm happy to assist.

     

    Cheers,

    Princess