Setting up your invoice and statement forms

M-Powered Invoices > Getting Started with M-Powered Invoices > Setting up your invoice and statement forms

The invoice and statement forms you use with M-Powered Invoices must have a How to pay section. You can either:

▪	create a new form based on an MYOB template that already includes a How to pay section.

▪	add a How to pay section to a current form.

note : Contact an MYOB Certified Consultant

If you need assistance in setting up your forms, contact an MYOB Certified Consultant. To find your nearest MYOB Certified Consultant go to myob.com.au, click Support and then click On-site Support For Businesses. Follow the links to find a Certified Consultant.

To create a new form using an MYOB template

1	From any command centre go to the Setup menu, choose Customise Forms and then click:

▪	Invoices, to create an invoice form, or

▪	Statements, to create a statement form.

The Customise Forms window appears.

2	If you are creating an invoice form, select the appropriate form layout from the Sale Layout list. If you are creating a statement form, select the appropriate form layout from the Statement Layout list.

3	Select an M-Powered template form from the Form to Customise list. M‑Powered template forms have the MPS prefix.

4	Click Customise. The Customise [...] window appears.

5	Click Save Form As to save your M-Powered form with a different name. The Save As window appears.

note : If you don’t save your new M-Powered form with a new name

you will need to reinstall your MYOB software if you need to revert to the original default layout.

6	Replace the form name in the Form File Name field with the name of the customised form you are about to create, for example, MP_inv. In the Description field, replace the existing text with your own description (for example, M-Powered Invoice).

note : Naming the form

Give a descriptive name to the form that contains the customised How to pay section (for example, MP_inv) so that you can easily find it the next time you want to use it.

7	Click OK. The Customise [...] window now shows the name you gave the form in the title bar.

8	Scroll down to view the How to pay section of the form.

9	Identify the payment methods that you do not want to offer to your customers. For each such method click the associated graphic and the text fields and drag them to the right until they are outside of the form’s boundary.

10	If you want to make additional changes to the layout of your form (for example, you want to add your company logo), you can use the form customisation tools.

For more information on customising invoice forms, see the forms chapter of your MYOB software user guide or online Help.

note : Changing the ‘How to pay’ section

There are some requirements you must meet when making changes to the How to pay section. See ‘How to pay’ section requirements table.

To add the ‘How to pay’ section to a current form

1	From any command centre go to the Setup menu, choose Customise Forms and then click:

▪	Invoices, to create an invoice form

▪	Statements, to create a statement form.

The Customise Forms window appears.

2	If you are creating an invoice form, select the appropriate form layout from the Sale Layout list. If you are creating a statement form, select the appropriate form layout from the Statement Layout list.

3	Select an M-Powered template form from the Form to Customise list. M‑Powered template forms have the MPS prefix.

4	Click Customise. The Customise [...] window appears.

5	In the How to pay section, select the form fields you need to include on your existing form and then copy them to the clipboard. To do this:

While pressing and holding the shift key, click all the fields you want to include and then release the shift key. (Note that each payment method consists of several fields, for example, the Bpay payment method consists of Bpay graphic field, Biller code label field, Biller code text field, Ref label field and Ref text field.)

b	Go to the Edit menu and choose Copy. Click Cancel. The Customise Forms window reappears.

6	Select your previously customised form from the list and click Customise.

7	At the bottom of the form make room for the How to pay fields. You can do this by moving some existing fields in your form.

8	Paste the How to pay fields from the clipboard to the lower part of your form.

9	If you want to make additional changes to the layout of your form (for example, you want to add your company logo), you can use the form customisation tools. For more information on customising invoice forms, see the Forms chapter of your MYOB software user guide.

note : Changing the ‘How to pay’ section

There are some requirements you must meet when making changes to the How to pay section. See ‘How to pay’ section requirements table.

10	Save the changes. You can save the changes with the same form name by clicking Save Form, or click Save Form As if you want to give a new name to the M‑Powered invoice form.

11	Click OK. The Customise Forms window reappears.

12	Click Cancel to close the window.