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 ...
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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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