AJ1's avatar
AJ1
User
10 years ago
Status:
Open

Templates: Multiple templates

At the moment we have to raise 2 lots of invoices in MYOB. For one part of the busness that uses another logo and template we raise it in MYOB for our records, but then need to duplicate it in another program and then send it. It would be good if MYOB allowed you to set up 2 templates (one for each type of business/logo) and then when raising and sending the invoice allow you to choose the template you wish to send it with. While we like MYOB we are at the point where we think it will be easy to go back to our previous system as this doubles the amount of time we spend on one side of the business adminisration of invoicing.

 

Would save a lot of work.

 

"1 business name, 2 different logos - 2 invoice templates"

Sales

61 Comments

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  • Princess_R's avatar
    Princess_R
    MYOB Moderator
    3 months ago

    Hi mrog,

     

    Welcome to the Community forum!

     

    Thank you for your post and patience with the delay in our response.

     

    We can understand your need for multiple invoice templates to cater to different parts of your business and for customizing template availability in the browser version of our software. We are indeed in the process of enhancing the browser version to include all the features from AccountRight. In the meantime, the current workaround is to choose the template you'd like to use from the email window when sending invoices to customers. We appreciate your patience and understanding in this matter.

     

    Please feel free to reach out if you require further assistance.

     

    Cheers,

    Princess

  • mrog's avatar
    mrog
    User
    3 months ago

    How has this request not been actioned yet? since 2015?

     

    Essentials online version still uses business settines and gives you next to no customisation betwen invoice templates?

  • Blackmoggie's avatar
    Blackmoggie
    User
    10 months ago

    I totally agree, I have to switch logos each time, and it also sends from the wrong email address too (I have a different email address for each entity I use), though I see it allows you to save the bit where the text colour is changeable and the buttons where you can hide no email etc.

  • GregPaynter's avatar
    GregPaynter
    User
    10 months ago

    Hello, has there been any update on this feature for the Business Essentials plan?

  • kathh1's avatar
    kathh1
    User
    2 years ago

    How can i get different template for invoicing. (2 on offer). I need to change the font size etc.. and also like a date instead of item. How ? I am on essential accounting...

  • bthake's avatar
    bthake
    Experienced User
    3 years ago

    Allow multiple Sales templates in New Essentials for clients with more than 1 business in the one file

  • yelirentals's avatar
    yelirentals
    User
    3 years ago

    hi 

    i also need two temlates  invoice my same ABN busness please let me know when Myob add this future 

    Thank you

    Ruwan 

     

  • DebTraj's avatar
    DebTraj
    Partner
    3 years ago

    As a bookkeeper I have a few small businesses that are under a trust but run 2 husband and wife businesses.  All they would like separated is the invoices also.  So for them they trade under their own identifiable business names / different logos / different bank account details.  I would love to be able to set up a different invoice template for their second business.  Its one trust so everything else for the accountant is fine as it stands its just the invoice conundrum.  Thanks Deb 

  • Himan's avatar
    Himan
    Cover User
    3 years ago

    Hello,

     

    This has been a requested feature for so long. Even this request dates back to 2015. Are there any plan to implement this feature?

     

    Many Thanks!

    RAAH

  • JeninWA's avatar
    JeninWA
    Partner
    3 years ago

    My client trades two different businesses under the same ABN and needs different invoices with different bank account details on each.  Please please can we have this ability soon in Essentials Business!!