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MYOB – Customise Invoices and Statements for a Professional Look
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Published on Thursday, 27 April 2017 12:28
If you have the text “Printed from MYOB www.myob.com.au” at the bottom of your statements and invoices, you can customise invoices and statements for a professional look, and it is a simple matter to remove those words. And while you are at it, learn how to improve their look by moving the boxes that have text and data to align to window envelopes and look more appealing overall.
HOW –
Open the Customised form -
In MYOB Account Right go to the Sales Command Centre then Print/Email Invoices then select the Sales Type you use/want then click Advanced Filters, choose the selected form at the bottom, then the Customise button lower left to open and view in the Customise Window…
OR - from the top Menu > Set up > Customise Forms and choose which group you want to do, eg Statements, (you can also customise Purchase Orders and Payslips if you have Payroll the same way as below).
Select the form in the group you want to customise in the Form to Customise field and click Customise. The Customise [...] window appears…
Remove the “Printed from MYOB…” by clicking the text and the box will be highlighted (scroll to the bottom of the screen to see the words). Hit the keyboard Delete button. It should disappear.
Other parts - to see a video of customizing and more info, go to HERE
Note: The above relates to the latest AccountRight range of products (2011 and later). For "Classic" AccountRight versions, such as AccountRight v19, as well as MYOB Accounting, Accounting Plus, and Premier, see Customising forms.
The support note Customising forms in AccountEdge covers form customisation for AccountEdge software.
Upgraded from AccountRight v19 or earlier? You can easily migrate your customised forms into the new AccountRight 2011 onwards.
You can customise the look and content of most forms in AccountRight. You can also change the form size, add text labels, draw lines and boxes, insert graphics, move fields, and more. Then you can save your customised stationery so that you can select it when you send a form.
Note: Cheques have two parts A cheque form has two parts: the cheque itself and the stub. You customise the cheque and the stub separately. If not sure call us for FREE 30 min assistance.
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