Custom Invoice Formatting
Hi Everyone We're looking to transition our invoicing from a manual excel spreadsheet template to MYOB, but they're quite a complex format, often including multiple billing styles on one invoice,...
Forum Discussion
Hi MyAccountsHat,
It sounds like your invoicing setup is quite detailed! Moving from spreadsheets to MYOB is an exciting step, and it’s great to hear you’re exploring ways to streamline things.
The awesome news is MYOB is really flexible and capable of managing a lot. Lump sums, deposits, percentage-based fees, hourly charges, adjustments, you name it! But with all the specific details in your process, it’s a good idea to have a chat with your accountant. They can help fine-tune MYOB to fit your unique needs and ensure everything calculates just right.
Regards,
Sai
Thank you for the reply but this isn't particularly helpful. I need practical advice regarding how to go about creating my template, e.g. given our multi format billing which base template on MYOB should I choose, not 'speak to my accountant' They can't assist me with this.
Hi MyAccountsHat,
Multi-format billing with can get tricky, and while this one's a bit outside our usual toolkit, hopefully there's someone in the community here that can help you. If you don't have any success, you might want to check out this link for customising invoices. It has info on what you can change on an invoice.
Cheers,
Doreen
