How do you edit and copy an existing invoice template in MYOB AccountRight Plus

Hi Ando2924,

 

Thanks for your post. 

 

AccountRight comes with a set of invoice form templates which are used when printing or emailing PDF invoices. And it's easy to change these forms to add your own personal touch. To customize a form in AccountRight you would go to Setup>>Customize forms>>Select the desired type of form i.e. Invoices>>Select the form>>Select customize. This will bring up a template of the form i.e. Some fields will have [] around them i.e. [Company Name] - these are fields it will pull its information from the company file when you print the form. Others will have text these are text boxes - this will appear on all printed documents using this form.

You can add fields and text fields via the customize tab. For more information please see the support notes personalizing invoices. If you need further help, don't hesitate to start a new post and we'll be happy to assist.

 

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

 

 

Cheers,
Shella