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

MYOB Essentials

Statement: Ability to personalise statement (i.e. add Logo)

Cover User

5Posts

284Kudos

0Solutions

5 Posts
Cover User

Please can we have the ability to customise our forms, invoices and statements etc? I want to be able to include my logo on my statements. I'd love to be able to add to my invoices a paypal (or other) web address for people wanting to pay by credit card. I'd like to be able to change the wording on emailed invoices. Arrrgh. So frustrating!

 

'MYOB LIVE customised forms and templates ... my way!"

Current Status: Done
Last Changed: June 2018

The ability to personalise invoices and statements and add Payment Options / How to pay section has been delivered. For more information please refer to Essentials blog article improved customer statements today

82 Comments
Experienced User
26 Posts
Experienced User

I would love to be able to further customise quotes & invoices & the standard email text. Would be great to be able to add logos (eg business or Facebook) in the email text. I currently find it doesn't look quite right and is also not consistent with the email signature i use for business email. Would be great to be able to make this look consistent.

 

Would also love to be able to add logo watermark on quotes & invoices.  I would be so happy with the overall look of quotes & invoices if this could be done. 

Maybe this could be added soon???? Thanks

Experienced User
26 Posts
Experienced User

Would be great to add logos to the standard email text of quotes & invoices. Would be great to be able to add logo as a watermark to quotes & invoices & statements!!!

2 Posts
Cover User

on accountRight (PC) and on AccountEdge (mac), both programs I have used.

 

I was able to set a PDF as a backdrop. which was a letterheard and watermark I got created by a graphics designer. which looks amazing and professional.

 

now coming to myob essentials, and having such a restricted invoice. (even with the one logo that let you have) I believe is looks quite unprofessional, esspecially when compared to my old invoices.

 

To be able to customise your invoices, and aswell to add logos in your sent emails is a must

Partner
3 Posts
Partner

I just took my first look at MYOB Essentials Statements and was shocked to find it had no bank account or payment information, and no way to put it there.

 

Also, there is tear off payment portion on the invoice, but none on the statement!!!???

 

Surely these are a basic requirements of any customer statement.

 

We can put it on our invoices, but many customers pay from the statement, and overdue customers often loose the invoices, and so the statements, being reminders to pay, are not much use if they dont provide all the payment options.

 

Please provide the facility to have our bank deposit information and payment options on the customers statements. The tear off portion for payments by cheque would be a nice bonus too.

1 Post
Cover User

HI There

 

Could we please have the option to customise the statements.

 

The balance colum needs centering as the all you see is for example $128.0  and not $128.00 and it looks unprofessional along with not being able to have the company Logo.

 

Thank you

2 Posts
Cover User

I believe a bit more effort could be put into the customisation of what information is included on the invoice.

 

For example, I have standard text that I need to copy and paste into the notes section of every single one of my invoices.

 

I'm sure it would be very simple to add a standard notes section to the bottom of each invoice, much the same as the standard email and quote text. 

 

 

7 Posts
Cover User

Hi team

 

Many businesses are required to display their Trade member/Licence/Registration number on every invoice that they send out, but in MYOB Essentials there is not an option to record this under business details or add a text field to the invoice  template.

 

I have phoned and the option of entering the details under NOTES has been given, but this depends on the user remembering to do this.

 

For now i have entered it under Fax as the business does not have a Fax.

 

Can we please have an optional Registration Number field to add to invoices.

 

Also would like the option to display Street and Postal address or one or the other.

 

Thanks

Susan

7 Posts
Cover User

Sorry, Fax number is not availabe to display on Invoices, so i have had to use the Website field.

 

Luckily this client does not have a website - but this would not be an option for many other businesses.

6 Posts
User

YEs this needss to be fixed and the standard comment section that you have to have with some of the invoices is not good- Pehaps having editable "sections" that we can add data to - and also a footer upload as well would be great..

1 Post
Cover User

I am so glad I opted for the 30 day free version..........there is no way our company will utilise an accounting package that does not offer customisable invoive templates. Its 2016 MYOB and from what I can see this request was originally made back in 14.