Forum Discussion

Jen22's avatar
Jen22
Trusted Cover User
5 years ago

Quote Template

Hi, I am currently in the middle of setting up our quoting & purchasing templates.  We have always used excel for these forms but am now looking at MYOB to create them.   I have attached our templa...
  • Tracey_H's avatar
    Tracey_H
    5 years ago

    Hi Jen22 

     

    Thanks for your post. These help articles have detailed information on personalising your invoices/quotes:

     

    Personalising invoices

    Add text and fields to forms

    Editing form elements

     

    The due date field is populated according to the terms of that particular invoice/quote. If you created a quote on the 1/10/20 and the terms were net 7 days the due date would be the 8/10/20.

     

    Please do let me know if you need further help.

     

    If my response has answered your enquiry please click "Accept as Solution" to assist other users find this information

Tracey_H's avatar
Tracey_H
Former Staff
5 years ago

Hi Jen22 

 

Thanks for your post. These help articles have detailed information on personalising your invoices/quotes:

 

Personalising invoices

Add text and fields to forms

Editing form elements

 

The due date field is populated according to the terms of that particular invoice/quote. If you created a quote on the 1/10/20 and the terms were net 7 days the due date would be the 8/10/20.

 

Please do let me know if you need further help.

 

If my response has answered your enquiry please click "Accept as Solution" to assist other users find this information

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.