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Allow old style invoices to be default or allow better customisation of new ones

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_-_-_-_-_
Experienced Cover User
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Experienced Cover User
Australia
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Allow old style invoices to be default or allow better customisation of new ones

We are trying to move to MYOB essentials, but it keeps defaulting to the useless old built in templates rather than ours. I tried creating one using the new create template option but it well, sucks, badly. We have to have invoices as receipts (since you can't email receipts either....), so the words need to change, we don't want how to pay since they already paid, the logo is miniscule even at 100%, the date formats are incorrect, we can't change the columns displayed in the invoice rows, we can't remove fields that aren't used or prefix things like ABN which just looks stupid unless you recognise it. That is just from 2 minutes looking, I am sure I will find much more with it.

 

I assume we won't get the ability to fix up the templates anytime soon since we have been waiting for 10 years to be able to send an email and still can't, but can we at least delete some of the MPS-INCSIPLN-2009 templates and so on that aren't used or just reorder them so that we don't have to select the right one.

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Steven_M
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Former Staff
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Re: Allow old style invoices to be default or allow better customisation of new ones

Hi @_-_-_-_-_ 

 

Thank you for your feedback in regards to MYOB Essentials/MYOB Business invoice templates.

Currently, templates can be customised via the Business Name Menu (top right)>>Sales Settings>>Templates>>Create template. This will give you the Create template window where you can add in selected information like updated colours, logos, business information...

Please note: Unlike the AccountRight/AccountEdge product range, the templates are not able to be highly customised in the MYOB Business platform i.e. you are not able to move columns and fields... This may be something that is looked into for the future, however. not something the MYOB Business platform can achieve at this time.

 

For more information on templates with MYOB Business please see Help Article: Set up your sales templates

Kind regards,
Steven

MYOB Community Support

Online Help| Forum Search| My Account

_-_-_-_-_
Experienced Cover User
31 Posts
Experienced Cover User
Australia
Experienced Cover User

31Posts

25Kudos

0Solutions

Re: Allow old style invoices to be default or allow better customisation of new ones

Hi @Steven_M 

 

Yes I have found the "Create Template" part. I also deleted it very fast because of how unsuitable it was. I know waiting for proper support will take a long time, just the ability to delete or deactivate the old built in ones would be good. Especially since we have to email invoices as receipts since after 10 years we still can't email a receipt, so we have to have our invoice invoices and our receipt invoices all set up.

Apparently we need to print it and mail it like its 1999 Smiley Very Happy

I might just try renaming mine to start with aa and see if that puts them first

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