Forum Discussion

LeighaPecnik's avatar
LeighaPecnik
Experienced User
4 days ago

Importing Invoice Templates

Hi,

 

I have been given an invoice template as a word document. How do I take this document and import into MYOB Accountright to use as a sales invoice. I have never done anything like this before. I have always just customized the ones already in there.  I did try and import the template but it wouldn't do anything. 

Any help would be greatly appreciated.

1 Reply

  • Princess_R's avatar
    Princess_R
    MYOB Moderator

    Hi LeighaPecnik,

     

    I get that working with new tools and formats can feel a bit overwhelming, especially if you're used to customising existing templates. To import an invoice template into MYOB AccountRight, you'll need to convert your Word document into a format that MYOB can recognise, which is a TEXT file. Alternatively, you can import by editing and replacing the data exported from MYOB. For more info, please check this Help article: Importing and exporting tips.

     

    Feel free to get in touch if you need more help.

     

    Cheers,

    Princess