I have had the same customised invoice template in Desktop for years. I created a new template with a different name in MYOB Online while trying to integrate with Amaka, which didn't work. I couldn't back out without making something the default template online, so eventually found how to make that my Desktop version. I stopped the Amaka integration. All was fine for a few days till suddenly all my Desktop customers are getting the new Online invoice version I created (and didn't make the default). Now, that second version has disappeared from the Online invoice templates list and is not in Desktop invoice templates, but MYOB has replaced my original Desktop template version content with its content which I do not want. How can this happen without my approval and how can I recover my original Desktop template without having to recreate it? MYOB Online does seem very buggy if you have Desktop too.

Yes learnt that now thanks Sai - however, the MYOB Online Sales Settings UI info implies you can use the Desktop templates, as per screenshot below. To get around the emailing-from-MYOB issue above, I had to delete the Desktop Invoice template from Online Invoice templates.

Desktop invoice template inexplicably changed after Online activity

Doreen_P
MYOB Moderator
8 days ago
Hi there jenny4,

Invoice templates created in the browser version aren't visible in the desktop version. While invoice templates created from the desktop version are visible in the browser version but can't be edited. Each version has its own default invoice template, which differs based on setup. Therefore, you'll need to recreate your invoice templates specifically for the desktop version if you want your customers to receive that template. You can check this link for more information.

Best regards,

Doreen
- jenny4
  Contributing User
  8 days ago
  Thanks Doreen - however that doesn't explain why the new, second invoice template I created Online disappeared. I've since discovered that if I email invoices from AccountRight Desktop Sales Command Centre, MYOB uses the changed version of the template bearing the name of my original Desktop version which is missing information. If I save the invoice to disk and send if from our own email system, it sends the correct Desktop template.
  I take it that as emailing from MYOB goes through the Online service, it is picking up that incorrect Online template because it has the same name although missing content. MYOB should really warn users that Desktop and Online do not play nicely together, and it's best not to select existing Desktop templates from Online Template options, due to issues like this.
  I'll try recreating the Online template invoice and make it the Online default to see if it resolves the emailing-from-Desktop issue.
  
  Cheers
  - Isaiah_C
    MYOB Moderator
    8 days ago
    Hi jenny4,
    
    I'm sorry to hear that you're experiencing this issue. It seems the system is defaulting to the incorrect online invoice template, which is causing missing content in your emailed invoices.
    
    After recreating the online template, ensure the newly created online template is set as the default for emailing invoices. Also, avoid using the same name for both desktop and online templates. Give each template a unique name to help differentiate them.
    
    Regards,
    
    Sai
jenny4
Contributing User
8 days ago
Yes learnt that now thanks Sai - however, the MYOB Online Sales Settings UI info implies you can use the Desktop templates, as per screenshot below. To get around the emailing-from-MYOB issue above, I had to delete the Desktop Invoice template from Online Invoice templates.

Forum Discussion

Desktop invoice template inexplicably changed after Online activity

Looking for something else?

Related content

Invoice Template

Payslip template

Activity List

Timesheet Template

activate company file V15.0.2

User Activity

active contact list

Invoice Template