Forum Discussion

pcmcarpentry's avatar
pcmcarpentry
Contributing User
2 years ago
Solved

Custom forms

Is it possible to have a page of just text and start your table on a second page for a quote in MYOB customise forms? I want to be able to add some terms to the begining (or end) of our quote templat...
  • Princess_R's avatar
    Princess_R
    2 years ago

    Hi pcmcarpentry,

     

    Thank you for your post.

     

    The software will extend the forms to a second page depending on how big your invoice/quote table is and how many transaction lines you entered in the Enter Sales/Purchases window. If you're looking at adding a second page directly to include terms, this is currently not available in Personalizing forms in the software. However, there's a way to include terms and conditions when sending an invoice or quote using Sales >> Send to >> Email... option. This window allows you to add a message and an external attachment, such as a PDF, that will accompany the invoice/quote. 

     

    We thank you for your suggestion. Your ideas and feedback are greatly appreciated. We'll relay this idea to the relevant team. We also encourage you to take a moment to post on the Product Ideas board for the developer's review.

     

    Please feel free to create a new post again if you need help in the future. We are more than happy to assist.

     

    Cheers,

    Princess

     

Princess_R's avatar
Princess_R
MYOB Moderator
2 years ago

Hi pcmcarpentry,

 

Thank you for your post.

 

The software will extend the forms to a second page depending on how big your invoice/quote table is and how many transaction lines you entered in the Enter Sales/Purchases window. If you're looking at adding a second page directly to include terms, this is currently not available in Personalizing forms in the software. However, there's a way to include terms and conditions when sending an invoice or quote using Sales >> Send to >> Email... option. This window allows you to add a message and an external attachment, such as a PDF, that will accompany the invoice/quote. 

 

We thank you for your suggestion. Your ideas and feedback are greatly appreciated. We'll relay this idea to the relevant team. We also encourage you to take a moment to post on the Product Ideas board for the developer's review.

 

Please feel free to create a new post again if you need help in the future. We are more than happy to assist.

 

Cheers,

Princess

 

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