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Custom Forms & Templates: Brand Your Invoices and Statements in ABSS/MYOB

  • Writer: Agnes Lee
    Agnes Lee
  • Jun 16
  • 2 min read

First impressions matter—especially when it comes to client‑facing documents like invoices, statements, and quotes. ABSS (formerly MYOB) lets you create fully customised forms and templates so every piece of paperwork carries your unique branding and looks as professional as your business.


Why Branded Documents Matter

  1. Professionalism – A polished invoice reinforces trust and signals attention to detail.

  2. Brand Consistency – Matching fonts, colours, and logos build brand recognition.

  3. Payment Clarity – Clear layouts reduce queries and speed up settlement.

  4. Marketing Opportunity – Add promos or thank‑you notes to encourage repeat business.



What You Can Customise in ABSS/MYOB

Element

Customisation Options

Logo & Colour Scheme

Upload high‑res logo, set HEX/RGB colours for headings and borders.

Fonts & Sizes

Choose from built‑in fonts; adjust size for headings, body text, footers.

Layout

Move or resize fields—ABSS uses drag‑and‑drop boxes.

Payment Terms

Add bank details, QR PayNow, or payment links.

Fields & Columns

Show/hide GST, job codes, serial numbers, custom fields.

Graphics & Text Boxes

Insert banners, watermarks, or promo messages.

Multiple Templates

Create different styles for quotes, invoices, and statements.


Step‑by‑Step: Designing Your Own Form

  1. Open the Customise Forms window• Setup > Customise Forms (select Sales, Purchases, Statements, etc.).

  2. Pick a Base Template• Choose an existing template closest to your vision.

  3. Insert Your Logo• Picture > Add Picture and resize/position.

  4. Tweak Colours & Fonts• Use the formatting toolbar to match your brand colours.

  5. Rearrange Fields• Drag boxes or use arrow keys for fine positioning; right‑click for Align tools.

  6. Add Payment Details• Insert a text box with bank account, PayNow QR, or credit‑card instructions.

  7. Save as New Template• Name it clearly (e.g., “Invoice – Corporate Logo”) and click Save.

  8. Set as Default• In Sales > Print/Email Invoices, choose your new template as the default.


Tip: Create a duplicate of your template for e‑mailing—use a lighter background so PDFs load faster.


Real‑World Results

“After redesigning our invoices in ABSS, we saw a 15 % reduction in payment queries. Clients said the new layout made GST and bank details crystal‑clear.” 


Next Steps

  1. Audit Your Current Forms – Identify branding gaps and payment clarity issues.

  2. Redesign in ABSS – Follow the steps above or engage our design service.

  3. Test & Roll Out – Email a sample to yourself and verify alignment on screen and print.


Need help perfecting your templates?

Contact us for a hands‑on workshop or ready‑made template pack.



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