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notsure's avatar
notsure
User
2 years ago

Multiple Page Customised Form

Hi all,  is there a way to have a multi-page customised form? I.e. an invoice with terms & conditions. 


Or when printing a packing slip I would also like to include a delivery docket.

 

Thank you.

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  • Komal_S's avatar
    Komal_S
    MYOB Moderator
    2 years ago

    Hi notsure 

    While AccountRight allows for the user to set fields on customise forms to appear on certain pages like the last page, it doesn't allow for the direct ability to customise a second page. 

    With that being said, the way to do include those terms and conditions information would be to send the invoice using the Edit Sales>>Send to>>Email... option. This window allows the user to add an external attachment, such as a PDF of those terms and conditions, that will accompany the invoice.

     

    Regarding your second query, packing slip in AccountRight is called delivery docket as well. More about this can be found in this help article.  


    Please feel free to reach out if you have further questions on this. 

    • notsure's avatar
      notsure
      User
      2 years ago

      Hi Komal_S 

       

      Thanks for your replying but your suggestion of using an external attachment is not feasible if you are processing 100s of invoices a day. Nor is it feasible if you are using the bulk send invoices feature in MYOB. So this does not solve the issue.

       

      Regarding the packing slip / delivery docket. I wanted to print both a packing slip AND a delivery docket when printing the 'delivery docket' out. How can I do this? 

       

      Also is there a way to assign custom form delivery dockets to each card?

       

      There seems to be a lot of limitations around this and it is strange that you cannot have ability to customise a second page.

       

      Thanks.

      • Komal_S's avatar
        Komal_S
        MYOB Moderator
        2 years ago

        Hi notsure 

         

        Unfortunately, these features aren't available yet and cannot be achieved in the software. If we have further updates, we will notify you. An alternative could be looking at third party apps which can provide this additional functionality.