Forum Discussion

jenny4's avatar
jenny4
Contributing User
8 days ago

Desktop invoice template inexplicably changed after Online activity

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...
  • jenny4's avatar
    jenny4
    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.

Doreen_P's avatar
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's avatar
    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's avatar
      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 

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