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Document styles

Practice Manager only

The Document Styles page is used to add and maintain your own document styles. These styles can be used for tax invoices, credit notes, fee notes, adjustment notes and receipts. The system uses a set of default billing styles unless another style is selected.

To set up a document style

  1. Select Maintenance > Documents > Document Styles on the main menu (AE) or Maintenance > Maintenance Map > Documents > Document Styles.


  2. The Document Styles page opens.
  3. Enter the name of the new document style in the first blank Description field at the top of the table.


  4. The Description field is limited to a maximum of 100 alphanumeric characters.
  5. Click the checkbox in the Enabled column to make the style available for use.


  6. Deselecting the Enabled checkbox will make the style unavailable for use.
  7. Enter or edit the path to the template that will be used for creating invoices on the Word Template field.

  8. Click the ellipse button to browse to the location of the template and select it.

  9. Select the document Type from the drop-down.


  10. For example, Client Bill, Client Receipt, Supplier Payment (AE) or Adjustment Note.
  11. Press [Enter].


  12. To add more styles.
  13. Click OK.


To save the changes and close the Maintenance — Document Styles page.

To make a document style unavailable to users

  1. Select Maintenance > Documents > Document Styles on the main menu (AE) or Maintenance > Maintenance Map > Documents > Document Styles.


  2. The Document Styles page opens.
  3. Deselect the checkbox in the Enabled column for the selected document style to make the style unavailable for use.

  4. Click OK.


To save the changes and close the Maintenance — Document Styles page.

To delete a document style

  1. Select Maintenance > Documents > Document Styles on the main menu (AE) or Maintenance > Maintenance Map > Documents > Document Styles.


  2. The Document Styles page opens.
  3. Click the row containing the document style you want to delete.


  4. Click
    RowSelectButton.gif

    to highlight the entire row.
  5. Press [Delete].


  6. A Confirm Delete message is displayed.
  7. Click Yes.


  8. The Document Style is deleted.
  9. Click OK.


To save the changes and close the Maintenance — Document Styles page.

Related topics

(Australia) Setting document styles for MYOB M-Powered invoices

Setting up remittance templates

Document creation settings

Mailing settings

Master paragraphs

(AE) Selecting your document storage settings

(AE) Document storage settings

Related topics