Forum Discussion

Isabeau's avatar
Isabeau
29 days ago

How do I customise my invoice?

So how do we add the logo and customise?

 

also would love ongoing invoicing options so I don’t have to manually input succeeding invoice numbers and add line items every time since I invoice the same companies and items lines each week.

 

also how to change that my company is uno EAP? Because that’s weird and I don’t know how it got that way 

thanks!

  • SiggaMYOB's avatar
    SiggaMYOB
    29 days ago

    Hi Isabeau !
    Customizing Invoices
    Customising and adding your logo to your invoices is as easy as 1, 2, 3! 
    Just follow these steps, and your invoices should be dazzling in no time.

    1. Go to Money In and tap settings (⚙️).
    2. Tap Invoice settings.
    3. Scroll down to Invoice template to see a preview of your current invoice template.
    4. Tap Logo and colour to add, edit or remove a business logo and choose your brand colour. You can tap Preview template to see how it looks.
    5. Tap Save when you’re happy.

    Invoice Numbers

    The succeeding invoices should be updating so we would like to investigate that a little further, could you describe what happens, or doesn't happen, in a bit more detail so we can follow up with the right people?

    Saving Line Items

    This is already on our radar and work will start early 2025 to have this implemented, and we will release it as soon as we can!

     

    Your company is Uno EAP

    This is certainly something we need to fix up asap! Is the app showing that your business name is Uno EAP? Could you give us examples of where that is within the app? We will chase this up for you!



    Thanks Isabeau!

  • SiggaMYOB's avatar
    SiggaMYOB
    Admin
    29 days ago

    Hi Isabeau !
    Customizing Invoices
    Customising and adding your logo to your invoices is as easy as 1, 2, 3! 
    Just follow these steps, and your invoices should be dazzling in no time.

    1. Go to Money In and tap settings (⚙️).
    2. Tap Invoice settings.
    3. Scroll down to Invoice template to see a preview of your current invoice template.
    4. Tap Logo and colour to add, edit or remove a business logo and choose your brand colour. You can tap Preview template to see how it looks.
    5. Tap Save when you’re happy.

    Invoice Numbers

    The succeeding invoices should be updating so we would like to investigate that a little further, could you describe what happens, or doesn't happen, in a bit more detail so we can follow up with the right people?

    Saving Line Items

    This is already on our radar and work will start early 2025 to have this implemented, and we will release it as soon as we can!

     

    Your company is Uno EAP

    This is certainly something we need to fix up asap! Is the app showing that your business name is Uno EAP? Could you give us examples of where that is within the app? We will chase this up for you!



    Thanks Isabeau!

    • Isabeau's avatar
      Isabeau
      29 days ago

      Thanks! It was easy adding colour and logo my phone was just hiding the update button haha!

      also I worked out how to update the business name so no more uno EAP for me yay!

      every invoice I create I have to create an invoice number from scratch it says 00001 every time 

      so I have to input where I’m up to 

      eg I use sw074em

      next time I create an invoice I have to check what the last number used was and recreate it as it always goes back to the 0001

      • SiggaMYOB's avatar
        SiggaMYOB
        Admin
        28 days ago

        Okay, so I've gotten some great tips from some really smart people! The issue lies with the invoice's name; the system is not able to increment it since it ends in letters instead of numbers. 


        Example;

        SWEM074 would update to SWEM075 on the next invoice. 
        SW074EM would revert to 00001 as the system cannot register the numbers in the middle of the invoice number. 

        So, if you are able to, then it might be worth shuffling your naming convention up a bit and keeping the numbers to the end; that way, you won't have to update manually each time.

        I hope this helped, but please let me know if there's still anything I can help you with!

Looking for something else?

Search the Community Forum for answers or find your topic and get the conversation started!

Community home

Dig into MYOB Academy for free courses, learning paths and live events to help build your business with MYOB.