Customised Invoice template - Time billing
Hi, I have just started importing time billing invoices. I use a spreadsheet that has the activity ID's in a column which then matches up with what I have in MYOB and allows the import successfully. ...
Forum Discussion
Hi Lisa_Aus
It sounds like you're on the right track with setting up your Activity IDs and descriptions for invoicing. When importing, MYOB matches based on the pre-existing Activity ID in your company file. To have the Activity Name appear on your invoices instead of the ID, ensure you've selected the "Use Description on Sales" option in the Activity setup. If you're still seeing the ID, it might be due to other fields like the notes section. You can also check the link here for more information on how to personalise invoice template. Feel free to create a post again if you encounter issues in the future.
Best regards,
Doreen
