Forum Discussion

Keep_it_simple's avatar
Keep_it_simple
13 days ago

Title Options

When creating a new template, I have the choice of "Invoice" "Quote" or "Statement", and the template created will have the heading "Tax Invoice" "Quote" or "Statement".

 

Is there a way to change the heading of the document?

 

I would like to send a customer a less than subtle reminder of their overdue account, and I think the term "Statement" is a little too subtle.

 

I do not want to set up auto payment reminders, as this has caused me grief in the past if I don't enter an incoming payment straight away.

 

Any suggestions?

reminder, statement
  • Genreve_S's avatar
    Genreve_S
    MYOB Moderator
    13 days ago

    Hi Keep_it_simple,

     

    Currently, there is no option to customize the template options aside from the invoice, quote, and statement. However, I understand that having more customization options could be beneficial for users who need specific wording. I recommend posting this suggestion on the Ideas Exchange board, where other users can vote on it for future updates.

     

    In the meantime, feel free to let us know if you need any other help.

     

    Regards,

    Genreve

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.