Forum Discussion

KathyGibbons's avatar
KathyGibbons
Experienced User
6 months ago

Custom Quotes, Sales Orders and Invoices

Hi

 

We are wanting to redo our quotes, sales orders and invoices.  

At the moment we have the following columns: Quantity, Item Code, Description, unit price (ex GST), Discount % and Total Price (ex GST). See below picture.

We want to remove the unit price (ex GST) and discount % columns and replace with the discounted unit price as the column.  

Is this possible?

I cannot see a field in the listing that gives me this answer.

 

Your help would be much appreciated.

 

Thanks

 

1 Reply

  • Isaiah_C's avatar
    Isaiah_C
    MYOB Moderator
    6 months ago

    Hi KathyGibbons,

     

    You can definitely change the columns that appear on your quotes, sales orders and invoices. If you'd prefer to remove the Unit Price ad Discount % columns and just show the Discounted Unit Price instead, you can do that by adjusting your form layout. You can show or hide columns by following the steps in this guide: Fields and columns you can add to forms.

     

    And if you want more info on how to customise invoices in general, check out this helpful article: Customising invoices.

     

    Regards,

    Sai

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