Multiple Templates for Quoting and Invoicing

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Contributing User Davidismyname
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Multiple Templates for Quoting and Invoicing

Hello, is it possible to create multiple templates for invoicing and quoting for businesses that run multiple brands under the one accounting system?
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MYOB Moderator Neil_M
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Re: Multiple Templates for Quoting and Invoicing

Hi @Davidismyname 

 

MYOB Essentials only allows for one template for quotes and invoices to exist in the system at any one point in time. This template can be adjusted by going into your company menu in the top right hand corner >> Invoice & Quote settings.

Regards,
Neil

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Contributing User Davidismyname
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Re: Multiple Templates for Quoting and Invoicing

Hello @Neil_M,

Thanks for your reply, does any version of myob accounting software offer this feature?

I know Xero has an option to add multiple 'branding templates' as they call it. But I've always preferred MYOB if it has a similar function.

Thanks.
MYOB Moderator Neil_M
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Re: Multiple Templates for Quoting and Invoicing

Hi @Davidismyname 

 

Both AccountRight and AccountEdge do allow multiple customized forms to be saved and used when printing both quotes and invoices. This could be used if you had multiple different brands under the one file.

Regards,
Neil

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Contributing User Davidismyname
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Re: Multiple Templates for Quoting and Invoicing

Thanks ,

That sounds great. AccountRight looks like it will do what I need. Is it still online software like Essentials or is it downloadable software that runs on a desktop? I may have to sign up for a trial so I've got a better idea of it.

Thanks,
David
MYOB Moderator Neil_M
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Re: Multiple Templates for Quoting and Invoicing

Hi @Davidismyname 

 

Unlike MYOB Essentials, AccountRight does require being installed on a computer. If you have an active subscription the company file can be stored online, otherwise the company file has to be stored locally on that computer or on a network.

 

You can sign up for a trial version of AccountRight on our website

Regards,
Neil

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Contributing User Davidismyname
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Re: Multiple Templates for Quoting and Invoicing

Thank you for your answer @Neil_M. I will give the trial a go.
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