Forum Discussion

Chris_Huber's avatar
Chris_Huber
Experienced Cover User
2 years ago

Delete myob invoice templates

Desktop AccountRight:

For invoice templates for items, myob ha prepared various standard templates.

i have taken one and created two different customised invoice templates from it.

however, when I want to print, I always have to find my own template in between  those standard templates, which cost time:

- how can I delete or make invisible those myob suggested basic invoice templates? (They don't show a delete button next to the choice)

- how can I make one of these the default choice?

  • Shella_A's avatar
    Shella_A
    2 years ago

    Hi Chris_Huber 

     

    Thank you for your post. Glad to know that you have already created and applied your personal invoice template as a default for your customer.

     

    In regards to setting them to a general default one, I recommend for you to have a look on this Help Article: Personalizing invoices as it has all the steps and detailed information you may need to do it  successfully.

     

    If you need further assistant, please don't hesitate to start a new post and we'll be happy to assist.

     

     

    If my response has answered your enquiry, please click "Accept as Solution" to assist other users find this information.

     

     

     

    Cheers,

    Shella_A

  • Mike_James's avatar
    Mike_James
    Ultimate Cover User
    2 years ago

    Hi Chris_Huber , the standard templates cannot be deleted, with good reason. To speed things up, you can set a default layout for each transaction type,  eg invoices via print/email, then advanced settings, then select the invoice layout at the top and the custom form at the bottom. 

     

    Each customer can have a custom invoice layout,  go to selling details in the card,  set a default layout and then choose a custom form. 

    • Chris_Huber's avatar
      Chris_Huber
      Experienced Cover User
      2 years ago

      Thanks,

      I figured out how to apply my invoice (or quote) template as a default for each individual customer.

      But I couldn't find out how to make it a general default.

      Desk-top version AccountRight.

      • Shella_A's avatar
        Shella_A
        MYOB Moderator
        2 years ago

        Hi Chris_Huber 

         

        Thank you for your post. Glad to know that you have already created and applied your personal invoice template as a default for your customer.

         

        In regards to setting them to a general default one, I recommend for you to have a look on this Help Article: Personalizing invoices as it has all the steps and detailed information you may need to do it  successfully.

         

        If you need further assistant, please don't hesitate to start a new post and we'll be happy to assist.

         

         

        If my response has answered your enquiry, please click "Accept as Solution" to assist other users find this information.

         

         

         

        Cheers,

        Shella_A

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