Setting Correct Invoice Templates

[SDuddy]

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 the correct printed form to be used for each sales type?

If you pick a form, and then change the sales type, the selected form disappears for the previous sale type.

Staff have been incorrectly sending invoices out using the plain paper option, which looks terrible.  Are they going to have to select the form type every time?

I would ideally like to delete these plain paper options so that all that is remaining is our customised templates, but I can't even see how to do that.  This is a really terrible system.

[Doreen_P]

Hi @SDuddy,

Thanks for your post.

If you need to select the correct form of invoice, you will need to do it manually every time an invoice has been made. To do this. once an invoice has been created, click on Send To > Email > Selected Form. Please see screenshot below.

Feel free to post again anytime if you require further assistance. 
 
If my response has answered your inquiry, please click "Accept as Solution" to assist other users in finding this information.

Best regards,

Doreen

[SDuddy]

So every time we get a new staff member, I have to remember to tell them to pick the right kind of invoice template because the software has no capacity to store the correct preference?

[gavin12345]

Hi @SDuddy 

In Accountright, the only preference you can set is on the Customer Card > Selling Details tab - however this allows for only one invoice type, you cannot set a custom invoice for different invoice layouts.

If no preference is set for a customer, MYOB will use the last used setting under Advanced Filters on the Print/Email invoice screen.

Regards

Gavin

[Earl_HD · Accepted solution]

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