MYOB Customizing and Invoice
Posted on August 17, 2010 | No Comments
Sonya McLaughlan asked:
Once you have decided what type of Sale Layout (invoice type) best suits your business i.e. Service, item, Professional or Time Billing, you can then customize your invoice to suit your individual needs.
Go to Setup – Customize Forms – Invoices. Choose the Sale Layout you are going to use and choose either the MYOB Plain Paper Invoice or a Pre-Printed Invoice that you are going to Customize. In this example we are going to use a Service layout and MYOB Plain Paper Invoice.
Click on Customize and the MYOB default invoice will be displayed. In the layout of the invoice there are two types of fields. One being a Text Field and the other a Data Field. Text Fields are fields that you can modify by re-typing, changing the font size and style. For example, where it says Bill To: you can double click on this field and re-type it to say Invoice To:. The Data Fields are fields that are the default fields from your Sales Invoice screen and cannot be changed. All the fields on the invoice can be re-positioned, deleted, re-sized and can have borders added. Fields that have [brackets] around them are Data Fields and the ones without brackets are Text Fields.
The Tool Bar at the top has several tools to assist with customizing your invoice.
The first tool is used to add new data fields or columns. The second tool T creates a Text Field which you can position anywhere in the body of the invoice. The third tool is used to insert a Picture Field where you can paste in a graphic or a logo. The fourth tool adds a rectangle on your form which can be made larger and positioned anywhere on your form. Tool number five draws lines on your form and these also can modified to be thicker and longer or shorter. The sixth tool allows you to Undo your last action.The seventh and eighth tools select fields that you want to bring to the back or front of your form.
Working from a template is a more efficient way to customize your invoice. Draw up how you would like it to look and then customize each step until you complete the invoice. The Save Form As button is where you initially save and name your invoice and the Save Form button is used if you make any changes to your invoice at a later date. You do not have to complete the invoice all at once as long as you have saved the form using Save Form As. Simply just go back to Setup – Customize Forms – Invoice and you will find your Form that you have worked on previously.
Customizing an invoice can be a lot of fun but it is somewhat of a trial and error process. Be patient and enjoy your creativity!
Create a video blog…instantly.
Once you have decided what type of Sale Layout (invoice type) best suits your business i.e. Service, item, Professional or Time Billing, you can then customize your invoice to suit your individual needs.
Go to Setup – Customize Forms – Invoices. Choose the Sale Layout you are going to use and choose either the MYOB Plain Paper Invoice or a Pre-Printed Invoice that you are going to Customize. In this example we are going to use a Service layout and MYOB Plain Paper Invoice.
Click on Customize and the MYOB default invoice will be displayed. In the layout of the invoice there are two types of fields. One being a Text Field and the other a Data Field. Text Fields are fields that you can modify by re-typing, changing the font size and style. For example, where it says Bill To: you can double click on this field and re-type it to say Invoice To:. The Data Fields are fields that are the default fields from your Sales Invoice screen and cannot be changed. All the fields on the invoice can be re-positioned, deleted, re-sized and can have borders added. Fields that have [brackets] around them are Data Fields and the ones without brackets are Text Fields.
The Tool Bar at the top has several tools to assist with customizing your invoice.
The first tool is used to add new data fields or columns. The second tool T creates a Text Field which you can position anywhere in the body of the invoice. The third tool is used to insert a Picture Field where you can paste in a graphic or a logo. The fourth tool adds a rectangle on your form which can be made larger and positioned anywhere on your form. Tool number five draws lines on your form and these also can modified to be thicker and longer or shorter. The sixth tool allows you to Undo your last action.The seventh and eighth tools select fields that you want to bring to the back or front of your form.
Working from a template is a more efficient way to customize your invoice. Draw up how you would like it to look and then customize each step until you complete the invoice. The Save Form As button is where you initially save and name your invoice and the Save Form button is used if you make any changes to your invoice at a later date. You do not have to complete the invoice all at once as long as you have saved the form using Save Form As. Simply just go back to Setup – Customize Forms – Invoice and you will find your Form that you have worked on previously.
Customizing an invoice can be a lot of fun but it is somewhat of a trial and error process. Be patient and enjoy your creativity!
Create a video blog…instantly.