Forum Discussion

Diddee's avatar
Diddee
Cover User
9 months ago

MYOB User

I have been using MYOB for many years. Recently I changed from MYOB Business and MYOB Essentials to one product that does both. It has been very challenging. I especially dislike the invoice template and not being able to produce one that is suitable for the business I am in. MYOB has a very complicated setup. 

5 Replies

Sort By
  • Hannah_V's avatar
    Hannah_V
    MYOB Moderator
    8 months ago

    Hi, Diddee. Thank you for reaching out to us regarding your concern.

     

    Your feedback is valuable to us, and we want to ensure that your experience with MYOB is as seamless as possible.

    To begin resolving these issues, could you please provide more details about the specific challenges you are facing with the invoice template? This information will help us understand your requirements better and work towards finding a solution that aligns with your business.

     

    Thank you again for choosing MYOB. We look forward to hearing from you soon and resolving your inquiry.

     

    Best regards,

    Hannah

    • Diddee's avatar
      Diddee
      Cover User
      8 months ago

      Hi Hannah,

       

      There is not enough options to create our own invoice.

      Compared to our old MYOB which was so much easier.

       

      Being a specialist (psychiatry) we need to have certain details on our invoice, such as:

      1. Provider number
      2. AHPRA number

      We would also like to set out the header to our own design.

       

      Another thing that we are struggling with is being able to put the necessary information on the  “card”.

      Especially when we are invoicing Insurance companies for workers compensation patients.

      Eg: Referring Doctor’s details, claim number, name.

       

      Perhaps take a look at the set up that was available in MYOB Business AccountRight

       

      Thank you

       

      • Hannah_V's avatar
        Hannah_V
        MYOB Moderator
        8 months ago

        Hi, Diddee. Thank you for providing this information. 

         

        Are you using MYOB Software? If yes, here are the steps on how to customize your invoice:

         

        1. Go to the Setup menu and choose Customise Forms. The Customise Forms window appears.
        2. Click the Invoices tab on the left.
        3. Click the type of invoice form you want to customize (Service, Item, Professional, etc.). The forms for that invoice type will be listed.
        4. Select the form you want to customize then click Customise. The form opens, ready to be modified.
        5. Customize the form to suit your needs.

        To know more about this, you may check Personalising Invoices.

        Thank you for your patience.