MYOBCommunity
Partner Zone
|
|
Partner Zone

COPY existing invoice form (custom template)

Highlighted
Experienced Cover User Helper
86 Posts
Experienced Cover User
Helper
Experienced Cover User

86Posts

7Kudos

1Solutions

Solved: Go to Solution

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

1 REPLY 1
Experienced Cover User Helper
86 Posts
Experienced Cover User
Helper
Experienced Cover User

86Posts

7Kudos

1Solutions

Accepted Solution Solved Solution

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
Didn't find your answer here?
Try using advanced search to find a post more easily Advanced Search
or
Get the conversation started and make a new post Start a Post