Templates: Multiple templates

[AJ1]

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"

[Perfectus]

Is it possible to choose an alternate logo on some customers' invoices? I have a client who is a plumber and would like to invoice hot water systems under a different business name. 

[Liam_M]

Thanks for the suggestion @Perfectus. Being able to save two logos would certainly be useful for certain businesses (particularly those with trading names). Anyone who would like to be able to have multiple templates with different logos, please add your vote to this idea.

[KattC]

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

[iBuild]

Hi

It would be great to be able to select a different invoice layout template before sending an out an invoice to a customer. Some invoices we send have different layouts which are specific to the customer. i.e. We operate 2 seperate divisions under the 1 ABN and the branding is different for each. 

This feature is available in Quickbooks, but i prefer MYOB.

Currently I am manually changing the invoice layout in the business details section before sending the invoice (before and after).

PLEASE PLEASE PLEASE VOTE FOR THIS FUNCTIONALITY!

[AJ1]

This is becoming increasingly frustrating. It is such a manual process that we should not have gone to MYOB in the first place. We are just retuning to a manual invoice mode.

Why can't we just set up 2 different invoice templates and then select the appropriate one when invoicing. 

Can you please advise a workaround?

Thanks,

aJ

[TDG]

I need this too. We have one parent business for accounting but two different workstreams with different clients. Very important!!

[Coops_LB]

This would be a very handy feature. I run 2 trading names under a single ABN. It's very hard to achieve this in the current version of MYOB Essentials. 

[tobaji]

This is one of the funtions that essentials is missing, i am currently on a trial with essentials. I need to have this feature in order to run my business successfully through essentials. 

[tobaji]

This is one of the funtions that essentials is missing, i am currently on a trial with essentials. I need to have this feature in order to run my business successfully through essentials. 

[tobaji]

This is one of the funtions that essentials is missing, i am currently on a trial with essentials. I need to have this feature in order to run my business successfully through essentials. 

[sutha]

I too would like this feature.  We run two businesses under the same ABN and being able to have two invoice templates (one for each business with corresponding letterhead) would really assist us.  We are currently unable to invoice from MYOB directly as the invoice templates are too rigid for our businesses so we are only utilising the accounting part which seems a waste.