Forum Discussion

JeremyH's avatar
JeremyH
Contributing User
1 year ago

Default Invoice Template when Creating a New Invoice

When creating a new invoice is it possible to have a default heading prefilled with text so I don't have to keep adding the heading every time I create a new invoice.

 

So when I click on create a new invoice that line is already prefilled in. regardless of that layout I use.

 

We want the heading between the Description heading and the list of items on the invoice when the invoice is printed.

 

1 Reply

  • Shella_A's avatar
    Shella_A
    MYOB Moderator
    1 year ago

    Hi JeremyH

     

    Currently, the feature to have a default heading prefilled when creating a new invoice is not available. However, I understand how this could save time and effort. I recommend sharing this suggestion on our MYOB AccountRight Product Idea Exchange board for feature consideration. Meanwhile, you might want to consider using invoice templates and exploring our helpful article about personalizing invoices as a workaround. Let me know if you have other queries!

     

     

    Kind regards,

    Shella

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