Share your ideas for improving MYOB Business. Vote on ideas and discuss them with the MYOB product development team.

Product Ideas

Templates: Multiple templates

AJ1
User

2Posts

83Kudos

0Solutions

2 Posts
User

At the moment we have to raise 2 lots of invoices in MYOB. For one part of the busness that uses another logo and template we raise it in MYOB for our records, but then need to duplicate it in another program and then send it. It would be good if MYOB allowed you to set up 2 templates (one for each type of business/logo) and then when raising and sending the invoice allow you to choose the template you wish to send it with. While we like MYOB we are at the point where we think it will be easy to go back to our previous system as this doubles the amount of time we spend on one side of the business adminisration of invoicing.

 

Would save a lot of work.

 

"1 business name, 2 different logos - 2 invoice templates"

Current Status: Open
Last Changed: March 2015

Hello @AJ1 

 

Thank you for your suggestion, we're always looking to improve workflow in Essentials and would be happy to consider the option to change between the customised invoices.

 

We encourage any other users that require this feature to comment and vote.

 

Kind regards,

 

Kat

 

61 Comments
Princess_R
MYOB Moderator
3,135 Posts
MYOB Moderator

Hi @mrog,

 

Welcome to the Community forum!

 

Thank you for your post and patience with the delay in our response.

 

We can understand your need for multiple invoice templates to cater to different parts of your business and for customizing template availability in the browser version of our software. We are indeed in the process of enhancing the browser version to include all the features from AccountRight. In the meantime, the current workaround is to choose the template you'd like to use from the email window when sending invoices to customers. We appreciate your patience and understanding in this matter.

 

Please feel free to reach out if you require further assistance.

 

Cheers,

Princess