Invoice templates
Hi there, We utilize both online and AccountRight-based products. I'm currently exploring options to align our invoices across these platforms. I've examined the available templates, but I haven't f...
Forum Discussion
Hi BrandonDouglas,
Thank you for your post. I'd like to extend you a warm welcome to the Community Forum, I hope you find it a valuable resource.
AccountRight includes a range of invoice form templates for printing and emailing PDF invoices. These forms can also be easily customized to give your own personal touch. You can check on this Help Article: Personalizing invoices, this contains more information that can help you and you can use this as a reference.
If you need further assistance please feel free to post again. We're happy to assist you.
If my response has answered your enquiry, please click "Accept as Solution" to assist other users find this information.
Thanks,
Cel
Hi There.
I have looked through these templates. I can find one that is the same as all.
considering the one on the online software is by MYOB why is it not on the account right version as well?
I cant Add a new template to be able to set it up like the online version.
Hi BrandonDouglas,
Thank you for getting back to us and providing an update on the issue.
In this regard, you can create or add a template by exporting the same type of information from AccountRight's sample company file. The export file becomes your template. To use the template, open it in Microsoft Excel and replace a content with the data you want to import. You can then import the file into your company file. You can also import your prepared template.
To have more information on this, you can check on Help Article: Using an import template. You can use this as a reference.
I hope this helps. And if you need further help, please feel free to post again. We are happy to help you.
If my response has answered your enquiry, please click "Accept as Solution" to assist other users find this information.
Best Regards,
Cel
Hi BrandonDouglas,
We just wanted to follow up on your concern regarding invoice templates. Please let us know if your issue is resolved. If you need further assistance with this, please don't hesitate to reach out to us anytime. We are happy to assist you.
Thanks,
Cel
