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You can customise the bill layout and text that is displayed within a client bill. Once the bill amounts have been decided in the Bill Amounts window, define the bill content. There are a number of ways to control the bill’s format.
Change the Print Line Detail drop-down selections. This enables you to view different levels of detail with regard to time and expenses and customise the bill to client requirements or practice standards. The four Print Line Detail drop-downs enable you to determine the amount of detail displayed for the various transactions you are billing. See the The Bill Paragraphs window for more information on the transaction types and the available options.
Preview and save the draft bill in Microsoft Word.
Edit the text to customise the bill (once it has been approved).
The templates available are Microsoft Word templates stored in a network directory. These can be configured for use by your system administrator using Maintenance > Maintenance Map (AO) > Documents >Document Styles (if you have the necessary permissions). Or ask your MYOB consultant about additional style templates which can be created for your bills to add a personal touch to your practice’s bills.
Copyright 2021 MYOB Technology Pty Ltd. All rights reserved. This help topic is provided as a guide only, in accordance with our Legal Disclaimer. For specific taxation or accounting advice, please consult the relevant tax authority or regulator.