Forum Discussion

Chris_Huber's avatar
Chris_Huber
Experienced Cover User
3 years ago
Solved

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...
  • Shella_A's avatar
    Shella_A
    3 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

Chris_Huber's avatar
Chris_Huber
Experienced Cover User
3 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
3 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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