Customising invoices

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PetgiaCabinets
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Customising invoices

Hi team,

We had an invoice created by a graphic desiger on a Word template with includes a header and footer with all our business details. Are we able to import it into Accountright or somehow save have this heeder and footer inserted?

Many thanks,

Giao Valenti

2 REPLIES 2
MYOB Moderator Steven_M
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MYOB Moderator
New Zealand
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Re: Customising invoices

Hi @PetgiaCabinets 

 

AccountRight's customised forms do need to be customised via Setup>>Customise Forms. You are unable to customise a template within another application like Excel or Word and import that template in as the basis for a customise form.

 

Should you require assistance with the customising form process do check out Help Article: Personalising forms

Kind regards,
Steven

MYOB Community Support

Online Help| Forum Search| my.MYOB| Download Page

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Ultimate Partner GDay53
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Re: Customising invoices

@PetgiaCabinets 

 

Welcome to the MYOB Community Forum, I hope you find plenty of useful information.

 

What you need to do is save the parts of the invoice you had created that you want to keep as images.

So nsave the header and the footer as two seperate images.

You can them import those images into one of the MYOB customised templates.

As @Steven_M  has said have a read of the MYOB SUPPORT NOTE on Personalise Forms and then you need to use the Customise Forms from the SETUP on the Menu Bar to create a new invoice.

 

If my response to your query and has helped, please mark my post as a solution to help others in the future.
Graeme Day
Registered BAS Agent #24745540
First Class Accounts Clayfield
Mobile: 0402 841 627
gday@firstclassaccounts.com
MYOB Certified Consultant
MYOB Diamond Partner
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