Diddee
2 years agoCover User
MYOB User
I have been using MYOB for many years. Recently I changed from MYOB Business and MYOB Essentials to one product that does both. It has been very challenging. I especially dislike the invoice template...
Hi Hannah,
There is not enough options to create our own invoice.
Compared to our old MYOB which was so much easier.
Being a specialist (psychiatry) we need to have certain details on our invoice, such as:
We would also like to set out the header to our own design.
Another thing that we are struggling with is being able to put the necessary information on the “card”.
Especially when we are invoicing Insurance companies for workers compensation patients.
Eg: Referring Doctor’s details, claim number, name.
Perhaps take a look at the set up that was available in MYOB Business AccountRight
Thank you
Hi Diddee
Are you using AccountRight - the web based version or from an icon on your desktop?
The customise format is different in each version even though the data is the same.
If you want specialised customisation you need to be using AccountRight from the desktop icon.
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