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Invoice settings

Set up your templates using MYOB in a web browser

Templates control how your invoices and quotes look, and you can have as many templates as you need.

Set them up and make any changes using MYOB in a web browser. Here's the details

Once a template is set up, it'll be selectable in the app when you email or share an invoice or quote.

The layout is based on what you add to the invoice

You can add items or services to your invoices in the MYOB Assist app without needing to choose a layout like you can in AccountRight or MYOB Business.

An invoice created in MYOB Assist will display using the applicable layout when viewed in AccountRight or MYOB Business. For example, if you add only items, the invoice will apply the Item layout.

But if you use AccountRight desktop software:

  • invoices created in MYOB Assist containing both items and services will be read-only when opened in AccountRight. You can edit these invoices in MYOB Assist or by opening your company file in a web browser

  • invoices created in AccountRight using the Professional, Miscellaneous or Time Billing layout will be read-only in MYOB Assist. You can edit these in AccountRight desktop or browser