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!"
It would be great to have customised templates available on Essentials.
The existing templates don't suit the look and feel of the business - as such, we create them on a separate program (InDesign). We have very specific requirements for our invoices and quotes, and would love to be able to create them in MYOB.
Thanks.
Hi Lyn,
Thank you for your suggestion. The ability to customise forms has been suggested here, therefore I've merged your suggestion here.
Please feel free to provide more details regarding what exactly you'd like to customise for invoices and quotes.
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
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
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.
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.
This program is the most illogical thing I have ever seen! Why does it not change the template of the form when I change from the invoice tab to the quotation tab?!!! Do you know how many times I have accidentally sent something through as an invoice when it was meant to be a quote??!! I mean how obvious do you need to get! All you need is a setting to preset the form for each tab and your done. This programme was definitely not made for trades people. FIX ASAP.
Hi sparkyseb Sunday
Just wondering if you have fixed your template for your quotes.
Im having the same issue with trying to use a customised template for my quotes.
If you have fixed your problem please pass on the answer, or if anyone else has any answers that would be very helpful.
A tradies wife.
Is there a forms capability on Live Accounts? I need to print invoices with different content - terms, pro-forma etc. I tried calling MYOB but after listening to music for 30 mins I hung up.
Is this normal for MYOB - it's been difficult for thew last 2 weeks to get any support at all?
Maybe I should go to Xero.
Good Morning,
We have only just started using MYOB Essentials this year (June 2015) so far we like the program, its simple and easy to use as I do not have a strong accouting/bookkeeping background. However we are very dissapointed in the fact that we are unable to customise our customer statements.
They look very basic, plain and unprofessional. We are looking at wanting to add our business logo and our bank details. These simple things should be able to be customised already.
Im hoping that this can be brought into the program sooner rather than later, i have read a few posts recently regarding customisation of statements, that dated back to 2012, and still the problem is on going. Seems clear to me that something needs to be done ... yesterday!
Looking forward to your reply.
Kehani - AJM Diesel Repairs
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
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.
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..
How long before we have the ability to customise our forms, invoices and statements etc? I dont need the BPay or credit card section and I need the bank deposit area bigger...the invoice prints out towards the left of the page leaving a 4cm gap to the edge of the page on the right...overall not really happy with Essentials
Hello,
I'm new to MYOB LiveAccounts and love the product! The only thing I would like to suggest is the ability to customise invoice and quote templates. As a designer I feel it's important to get these looking very nice!
My suggestion is for a simple HTML/CSS editor to customise templates. An excellent example of this is demonstrated within the Ronin App software (another web based invoicing app). Please see examples attached.
http://ronin.reamaze.com/kb/templating/variables
Cheers,
Chad.
Just an idea on how best to implement customisation without too much coding in the back end would be the ability to upload an (A4 PDF for example) that sits behind as a base layer whereby MYOB supply a template as to where thier data fields will sit and you just go crazy with your customisation of the header and footer outside of Live accounts.
Within settings under business details you could then have tick boxes to indicate what information you would like to show/hide from the invoice template.
To expand on this concept have a file upload for a pre-determined number of pages to add on the end of the invoice as a terms of conditions, company profile or whatever you desire really!
Anyhow this would give you near total control of the 'Look' without complicated templating within LiveAccounts.
