Forum Discussion

SDuddy's avatar
SDuddy
Experienced User
8 months ago

Setting Correct Invoice Templates

We have customers who may receive an item sale, service sale or time & billing sale depending on the transaction. We have customised invoice templates for each of these formats. But how can I set t...
  • Earl_HD's avatar
    Earl_HD
    8 months ago

    Hi SDuddy,

    To customize different invoice layouts in MYOB AccountRight, you'll need to do it manually each time an invoice is generated. Alternatively, you can consider following Gavin's solution, though it's important to note that this method only supports one invoice type.
     

    As for setting up custom invoice layouts, MYOB AccountRight doesn't offer direct functionality to automate different layouts based on invoice types. You can create multiple custom layouts manually and select the appropriate one each time you create an invoice. Alternatively, explore third-party integrations or advanced customization options to achieve more automated solutions.

     

    Feel free to post again, we're happy to help!

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

    Regards,
    Earl

MurrayS1's avatar
MurrayS1

I have MYOB business and have successfully used different templates. However, I cannot seem to be able to have different LOGOS on the different TEMPLATES??!!

Very frustrating - is there a solution out there?

Isaiah_C's avatar
Isaiah_C
MYOB Moderator
27 days ago

Hi MurrayS1,

 

You can indeed use different logos for your templates in MYOB Business. Here's how you can do it:

 

  1. Click the gear icon in the top-right corner of your MYOB dashboard.
  2. Go to Sales Settings.
  3. Select the Templates tab.
  4. On the left-hand panel, click Design.
  5. Upload your new logo.
  6. Once uploaded, click the logo you want to show on your invoices, quotes, and statements.

For detailed instructions, please see this link: Adding your business logo or header image to your sales templates.

 

Regards,

Sai

 

Looking for something else?

Search the Community Forum for answers or find your topic and get the conversation started!

Community home

Dig into MYOB Academy for free courses, learning paths and live events to help build your business with MYOB.