Editing 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.

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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.

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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.

5. Save the template and close Microsoft Word.