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

MYOB Essentials

1 business name, 2 different logos - 2 invoice templates

AJ1
User

2Posts

37Kudos

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.

29 Comments
Contributing Cover User MellMatchett
6 Posts
Contributing Cover User

I would like to see the ability to have two templates as well.  We have a client that has just transferred to Essentials and he has two different trading names under the one company and needs to invoice for both.  Unfortunately, with only one template & no way to alternate between trading names, this is difficult.

 

Are you any closer to this being an option?

misskp
3 Posts
User

I am in the same situation, very frustrating!! I am currently having to change my invoice settings every time I want to send an invoice. 

 

Thinking about looking for a more up to date accounting software as this is just making my life SO difficult! 

 

Is there any action happening here??

Experienced User Blayze
17 Posts
Experienced User

This would be excellent, as it looks like I will need to use another app to create invoices, as I trade under 3 trading names for the one business (single ABN and bank account).

 

This would save a lot of double entry and time. Having just upgraded froim V19, I miss having fully customisable invoice with multiple layouts.

paulhowlett27
4 Posts
User

A client has come to me asking if there was the ability to have multiple invoice templates, as they had started a small side business in the same entity.

 

I told them I'd look into it, but was then surprised to find out the this feature was missing!

 

Consider this another request for the feature.

JaninaK
1 Post
Cover User

First suggested in March 2015 and still not resolved?  I am a book keeper and a large percentage of my clients use multiple invoice templates which is an option in MYOB Account Right and works really well.  It would be a great function to add to Essentials.  I was going to teach the client how to do invoicing but this will be impossible if he has to manually update logos on the template each time.  The work around is that I do it for him which will cost him more and there will be a delay in getting the invoices out.  I vote yes please!

PearC
1 Post
Cover User

Give the how tough it is out there as a small business to survive - diversity is our best friend and I am very disappointed that due to this not being available I will not be able to use MYOB online and miss out on all the other wonderful features, cost savings and ease of use  of MYOB's Online software! Please fix this asap so those of us who wear more than one hat in our business can also reap the benefits.

Partner Sheryl
33 Posts
Partner

This would be great - need to be able to have two different templates for different divisions

 

Dbbuild82
1 Post
Cover User

Wow I'm glad to read so many people have same problem with invoicing as me. Concerned MYOB that this conversation dates back to March 2015 and we've not got anywhere. I am starting a new division of the company I require a second template with different layout, logo that will be for specific customers. MYOB please get onto this. Quickbooks are doing it, its not hard! Much like you can create different "items' to select for your invoicing, just have template A,B,C selection when creating an invoice. Its an easy fix to a fundamental problem with many users on here. 

 

If anyone has any solutions they are currently using to get by, I'm all ears.. I'm worried that if I manually modify templates each time I could send the incorrect template to a customer, it would cause all sorts of problems for my business. MYOB PLEASE GET ONTO THIS ASAP 

Experienced User Blayze
17 Posts
Experienced User

I currently use another software application to invoice my second business, and then manually enter invoices.

I am currently considering moving from MYOB to something else that is more suitable.

EdgePD
3 Posts
Cover User

I also need two separate invoice templates for the one business.  I see from previous comments that this request has been in the forum since 2015 and is still being discussed.  Is MYOB listening?