COPY existing invoice form (custom template)

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COPY existing invoice form (custom template)

AccountRight 2019.1

Cloud edition

 

Hello, what steps do we take to copy an existing invoice form and save it into the online myob data file?

We want to take 2 copies and make 2 more invoice forms (only 1 field needs to change)

 

The online help is saying I need to navigate to a folder on the workstation/computer. But we are in a cloud edition and I understood all the files MYOB uses are in the cloud.

 

Thankyou

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Experienced Cover User Helper
87 Posts
Experienced Cover User
Experienced Cover User

87Posts

9Kudos

1Solutions

Accepted Solution Solved

Re: COPY existing invoice form (custom template)

Worked it out.

1 Customise Form
2 Top Right, drop down, select SAVE AS
3 Give the form a new name
4 save

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