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How to edit an invoice template
  1. Using Windows Explorer, navigate to the location of the template.

  2. Right-click the template, and select Open.

    Never double-click a template to edit it. If you do, a new document based on the template will be opened instead of the template.

  3. When the template opens, a security warning appears at the top of the document.
    INSERTIMAGE AO-Word-Security-warning.png 
  4. Click Options and select Enable this content.

  5. Edit the template to make any required changes.

  6. To add in fields that display information from MYOB AO:

    1. Place the cursor in the template where you want the field added.

    2. Click Add-Ins. The Add-Ins tab opens displaying the Custom Toolbars

      INSERTIMAGE AO-Word-Custom-Toolbars.png

    3. Click the buttons in the Custom Toolbar to open a drop-down list of fields you can add to your document.

    4. Select a field from the drop-down list to add it. The field is added to your template at the location.

  7. Save the template and close Microsoft Word.

Once the template has been saved, any new draft bills (that have not been previewed) will use the modified template.

 
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