Account Keeping Plus – Business Administration, Bookkeeping, Compliance News & Tips MYOB Reckon Quickbooks Xero Software Training Small Business

Making Business Books and Accounting Come Alive! MYOB Reckon Xero

MYOB – Create a return slip in your Invoice

Leave a comment

Want to add a customer payment return slip at the bottom of the invoice in MYOB, that shows the invoice # and customer name?

  1. GO to Sales Command Centre
  2. >(Click) Print/Email Invoices
  3. Ensure Sale Type at top is correct
  4. Check Selected Form for Sale at the bottom is correct
  5. >Customise at the bottom
  6. click a field, then right-click on fields such as [Contact Name] and/or [Invoice#], copy it Ctrl+C then click elsewhere in the form, then paste Ctrl+V.
  7. Re-size and move where you want it down the bottom etc
  8. You can add a cut-off line across the bottom too
  9. If positioning is hard, you can snap to grid: >Icon at the top, second from the right >Options Tb >click Show Grid and Snap to Grid. This can sometimes make it easier, or turn off when not required!

Author: Account keeping plus (Business accounting software

Administration, Bookkeeping and Compliance for small business, and Self-Managed Super Funds (SMSF) Training, trouble-shooting, or we can do the books and payroll for you! Self Managed Superannuation Fund Service Provider, Free support 30 min call 0407 361 596 Australia (+61 drop 0 from overseas) MYOB Certified Consultant, Reckon/QuickBooks Professional Partner.

Leave a Reply

Fill in your details below or click an icon to log in: Logo

You are commenting using your account. Log Out / Change )

Twitter picture

You are commenting using your Twitter account. Log Out / Change )

Facebook photo

You are commenting using your Facebook account. Log Out / Change )

Google+ photo

You are commenting using your Google+ account. Log Out / Change )

Connecting to %s