ANSWER ID:9226

Dun & Bradstreet offer a revenue protection service to help manage you billing cycles and recover outstanding accounts. If you subscribe to this service, adding Dun & Bradstreet terms and conditions to your invoices enables you to pursue doubtful debts.

This support note outlines how you can download the standard invoice with Dun & Bradstreet terms and conditions. Also outlined is the procedure to copy the text and logo from the standard Dun & Bradstreet invoice onto an existing customised invoice, statement or quote.Adding

Note: Our support note Customising Forms has more information about customising your forms.

Where can I download the standard invoice with Dun & Bradstreet terms and conditions?

The invoices which include the Dun & Bradstreet terms are attached at the bottom of this support note. There are 8 invoices available; these have been zipped (compressed) into 2 zip files for you to download. 

Once you have downloaded them, you will need to un-compress them using Winzip. For further information about un-compressing the file or the Winzip program please refer to winzip.com.

Once the invoices are uncompressed where do I save them on my computer?

You will need to save the invoices in the Forms folder which is located in the MYOB program folder.

For example:- If you are using v18 save to the Forms folder located in the MYOB18 folder on your hard drive.

Once you have saved the invoices into the forms folder they will be available to print from within MYOB in Print/Email Invoices window of the Sales command Centre.

How do I add Dun & Bradstreet terms to my existing customised form?

If you use an invoice that has already been customised to suit your needs (for example, you placed your company logo and modified some columns), you don't need to stop using it. Instead, you could simply add the 'Dun & Bradstreet' text.

The simplest way to do this is:

1. Go to the Sales command centre and click Print/Email Invoices.
2. Click Advanced. The Advanced Filters window appears.
3. Select the appropriate form layout from the Form Layout drop-down list.
4. Select the Dun & Bradstreet form you downloaded (for example the Exclusive Sales invoice, DB-EXSIPLN-2003) from the Selected Form for Sale drop-down-list.
5. Select the fields from the Dun & Bradstreet Payment Terms and Conditions section you need to include on your existing invoice and then copy them to the clipboard. To do this, press and hold the SHIFT key, click all the fields you need, then go to the Edit menu and choose Copy.
6. Close the invoice form you have open by clicking Cancel. This will take you back to the Form Selection window.
7. Select your customised invoice from the Selected Form for Sale drop-down-list, and then click Customise.
8. Make room for the Dun & Bradstreet text in the bottom part of the form. You can do this by moving up or resizing some existing fields on your form.
9. Paste the Dun & Bradstreet text from the clipboard to your invoice. To do this, go to the Edit menu and choose Paste. If you are using a customised form that contains the M-Powered 'How To Pay' section we suggest you place the Dun & Bradstreet text below this.
10. Save the changes. You can save the changes with the same form name by clicking Save Form, or you can click Save Form As if you want to give a new name to the changed form.

You can now proceed with printing your invoices using this form.

Note: If you have changed the invoice name and your customer cards have been set to use a specific Printing Form you will need to change the printed form name in the Customer Card Selling Details tab. This section is displayed in the image below.

Payment Terms and Conditions can also be set or changed in the same card section. These details are also displayed in the image below. For more information on Terms see your software Help or our support note Default credit terms and applying discounts.

The above image will by default print an invoice using the Dun & Bradstreet Inclusive Service invoice. The invoice terms that will be printed on the invoice are displayed at the bottom of this image.