MYOB Manual - Custom Forms

Custom Forms 

Table of Contents 

Chapter 1: Forms Overview 833 

Finding forms 833 

Printing forms 834 

Customising forms 837 

Customising cheques 840 

Printing item numbers on purchases 841 

Customising labels 842 

Customising invoices, statements and purchase orders 842 

Chapter 2: Printing forms 844 

To print a test form 844 

To print mailing labels 845 

Chapter 3: Customising a form 846 

Customising forms for later use (Setup menu) 846 

To customise a form for later use (Setup menu) 847 

To choose a font for all forms 849 

To change text fonts for individual form fields 852 

To use the layout grid 850 

To add a background image to a form 850 

To add data fields to a form 852 

To add design elements to a form 855 

To change or move elements on a form 856 

To copy elements on a form 858 

To remove elements from a form 860 

To preview printed forms 861 

Customising forms before printing 861 

To customise a form before printing 862 

To change the size of a form 864 

To change the margins of a form 865 

To change the paper size for your forms 867 

Chapter 4: Tips for customising cheques 868 

To customise the cheque form 868 

MYOB Help 831

To customise the stub form 869 

To display applied debit memos on cheque stubs 870 

To add a cheque form between two stub forms 871 

To change cheque numbers in Premier to match your printed cheques 873 

Chapter 5: Tips for customising purchases 874 

To print the primary supplier’s item number on a purchase 874 

To print your item numbers on a purchase 875 

Chapter 6: Tips for customising labels 877 

To change the size of labels 877 

To change the position of labels 878 

Chapter 7: Forms notes and warnings 881 

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Chapter 1 Forms Overview 

Chapter 1 

Forms Overview 

Forms Overview;overview:Forms 

In MYOB Premier, forms are documents that you use in your day-to-day 

business. Forms usually are used to track transaction activity, such as the 

sales and purchases you make. Typical forms include sales invoices, 

purchase orders and cheques. In Premier, administrative documents such as 

mailing labels and packing slips are also considered forms. 

Premier provides a great deal of flexibility in working with forms. You can 

print a form on plain paper or on a pre-printed paper form that you have 

purchased; the choice is yours. You can choose the type of form and the 

range of dates and transaction numbers you wish to print, and you can 

customise the look of a form so it uses the text styles and designs you prefer. 

Finding forms 

forms:finding;finding:forms 

When you’re ready to print, you’ll find all of the forms that you need in the 

Command Centres in which the transactions associated with each type of 

form are entered. Here’s a list of the MYOB Premier Command Centres, 

their forms and the option you click to display each form. 

Banking Command Centre 

Cheques: Print Cheques 

Payment Receipts: Print Receipts 

Sales Command Centre 

Sales (item, service, time billing and professional): Print Invoices 

Packing Slips (item, service and professional): Print Invoices 

Labels (item, service, time billing and professional): Print Invoices 

Statements (invoice and activity): Print Statements 

Cheques Sales Register: Returns & Credits 

Payment Receipts: Print Receipts 

Purchases Command Centre 

Purchases (item, service and professional): Print Purchase Orders 

Cheques: Print Cheques 


Card File Command Centre 

Mailing labels: Print Mailing Labels 

Personalised letters: Create Personalised Letters 

Payroll Command Centre 

Paycheques: Print Paycheques 

Redesigning form layouts 

MYOB Premier makes it easy to customise forms just before printing. If you 

simply want to redesign a form and save the customised version for later 

use, you also can use the Customise Forms option on the Setup menu to 

locate and redesign most forms available in Premier. 

Printing forms 

forms:printing;printing:forms 

Once you’ve found the form you want to print, you’ll need to make some 

important decisions about how you want to print it. Before you begin 

printing, you must choose a form type, the specific information you want to 

display on the form, and the type of paper you will use to print it. 

If you have added coloured design elements -- such as pictures, field 

backgrounds, background images or coloured text -- to your form design, 

you can preview and print the form in colour using either a laser or inkjet 

printer. 

To help make sure that the design and content of your forms are accurate, 

you can preview your forms, using sample data, before you print them. You 

can also print test forms to ensure your information is aligned properly on 

the paper in your printer. 

Step by step 

“To print invoices, packing slips and labels” on page 354 

“To print a customer statement” on page 356 

“To print cheques” on page 262 

“To print purchases” on page 490 

“To print mailing labels” on page 845 

“To print a test form” on page 844 

Related topics 

“Printing” on page 972 

Choosing the form you want to print 

The Selected Form list in the bottom section of all Forms Selection 

windows (except personalised letters) allows you to choose the form you 

want to print. MYOB Premier provides a number of choices, depending on 

the type of form you’re currently working with. 

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• “Choosing a form for sales and purchases” on page 835 

• “Choosing a form for cheques” on page 835 

• “Choosing a form for labels” on page 836 

KeywordContinuous Feed Cheque form layout, Laser Cheque, Inkjet Cheque, forms, layout, pre-printed, plain paper, cheques and paycheques 

Choosing a form for sales and purchases 

• Select the pre-printed form layout if you want to print a form’s 

information on paper that already contains lines, columns and headings. 

The pre-printed layout is designed to match most forms that you can 

purchase from third-party forms suppliers. 

• Select the plain paper form if you want to print a form’s information on 

blank paper. Lines, columns and headings are automatically printed with 

the form’s information. 

• Select a customised form if you want to print a form you’ve already 

customised and named using the form’s Customise window. Depending on 

the form layout you customised, lines, columns and headings may be 

automatically printed with the customised form information. 

If you use MYOB M-Powered invoices, you can use one of the built-in M- 

Powered forms. These forms are customised specially for use with M- 

Powered services, and contain a “How to Pay” section. You can identify 

these special forms by the “MP-” prefix. 

Note: “You can have more than one custom version of the same form” 

on page 884 

Related topic 

“Customising forms” on page 837 

keyword: forms layouts, pre-printed, plain paper, M-Powered invoice 

Choosing the form you want to print - Sale and purchase forms 

Choosing a form for cheques 

cheques: continuous feed cheque form layout;cheques:laser cheque form layout;cheques:inkjet cheque form layout 

• Use the Forms Selection window for cheques or paycheques, choose the 

Continuous Feed Cheque form layout or the Laser/Inkjet Cheque form 

layout. 

The Continuous Feed Cheque form allows you to print cheques on 

connected sheets of cheque forms. 

The Laser/Inkjet Cheque form allows you to print cheques one page at a 

time on a laser or inkjet printer. The Laser/Inkjet Cheque form is also set 

up so two cheque stubs are printed after the cheque form. (“Customising 

cheques” on page 840) 




the layout you customised, lines, columns and headings may be 

automatically printed with the information on the customised form. 


on page 884 

Related topic 


Keyword: Continuous Feed Cheque form layout, Laser Cheque, Inkjet Cheque, forms, layout, cheques and paycheques 

Choosing the form you want to print - Cheque forms 

Choosing a form for labels 

• Use the Forms Selection window for mailing labels or shipping labels to 

choose from a list of measured forms. Measured forms are determined by a 

variety of factors on your computer. For example, if you’re using metric 

settings, you can choose between two label forms that use metric 

measurements. 

Premier’s label form layouts are set up so you can print easily on popular 

labels. You can choose from 2 up or 3 up label sizes. If these label sizes 

don’t suit your needs, you can change the size of your labels using the 

Customise window. 



the form layout you customised, lines and headings may be automatically 

printed with the customised form’s information. 


on page 884 



“Reviewing forms before printing” on page 837 

keyword: forms, layouts, layout, size, sizes 

Choosing the form you want to print - Labels 

Printing test forms 

forms:alignment forms;alignment forms;printing:alignment forms 

Since it’s important that your printed information is positioned correctly on 

paper forms, Premier allows you to test your form layouts by printing 

alignment forms. Printing an alignment form will help to ensure the 

information you plan to print is aligned correctly. When you print an 

alignment form, no actual data appears on the form; sample data is 

provided to approximate the appearance of your printed report. 

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Idea: “Don’t waste preprinted forms when you print test forms!” on 

page 882 

Step by step 


Forms Overview - Printing alignment forms 

Reviewing forms before printing 

forms:reviewing before printing;printing:forms:reviewing before printing;reviewing:forms, before printing 

Before you begin printing, Premier allows you to review the information on 

your forms. If you are designing a custom form layout, you can preview the 

appearance of the final printed form as it would appear with sample data. 

You can choose specific forms to print, and you can print standard or 

custom versions of your forms. 

Step by step 

“To preview printed forms” on page 861 

Forms Overview - Reviewing forms before printing 

Customising forms 

forms:customising 

forms:customising:deciding whether you need to customise;customising:forms, See forms, customising:deciding whether you need to customise 

Move Up to MYOB M-Powered invoices 

Premier provides an extensive set of well-designed form layouts so you can 

begin printing professional-looking documents immediately. Each MYOB 

Premier form is unique in the information it provides and the specific layout 

it uses. A set of pre-printed form layouts is designed to print properly on 

MYOB software-compatible business forms. These layouts can often fully 

serve your needs for business forms. If the Premier form layouts meet your 

requirements, you don’t need to customise your forms. 

If you need to make changes to specific forms to better accommodate your 

needs or design requirements, you can modify the look and content of 

individual forms in many ways. You can choose the type of information you 

want on your form, determine where and how individual data fields should 

appear, add graphics to enhance the appearance of your form, change fonts 

and styles, and draw lines and rectangles. You can also design and print 

text, data fields, borders and form backgrounds in just about any colour you 

can imagine. You can even specify the size of the paper you’ll use to print 

your form. 

Caution: “‘How to pay’ section requirements for M-Powered invoices 

forms” on page 1355 

You can customise any form layout just before you print the form, or you 

can use the options available through the Premier Setup menu to customise 

and save your form layouts for later use. In other words, there’s little you 

can’t do when you’re customising a form. 


Note: “If you’ve created custom forms using a previous MYOB product” 

on page 882 

Step by step 

“Customising a form” on page 846 

“To choose settings that affect all reports and forms” on page 807 


“Adding a picture or logo to a form” on page 839 

“Adding a picture to a form background” on page 840 

“Fields on forms -- names, data and types” on page 886 

“Choosing preference settings for reports and forms” on page 790 

“Customising cheques” on page 840 

“Customising invoices, statements and purchase orders” on page 842 

“Customising labels” on page 842 

M-Powered invoices: “How to pay section” on page 1315 

“Opening a form in the Customise window” on page 838 

“Printing item numbers on purchases” on page 841 

“Troubleshooting adding fields on forms” on page 879 

Keyword: invoice, invoices, sales, sale, order, orders, quotes, quote, purchase, purchases, bill, bills, cheque, cheques, statement, statements, activity, label, labels, M-Powered invoices 

Forms Overview - Customising forms 

Opening a form in the Customise window 

The Customise window displays the layout of the form you select for 

customisation. Within the form layout area of the Customise window, you’ll 

see the areas, or fields, that will contain information on your printed form. 

When the form is printed, data fields and columns will contain information 

from your Premier company file. Data fields and columns appear as empty 

boxes in the Customise window, and are positioned to show how they will 

be located on the printed form. Each form data field and column has a 

name that identifies the kind of data that the field is designed to hold. In the 

Customise window, this name appears in brackets inside the field box. 

Text fields are shown without surrounding boxes. Text fields are usually 

used as labels for data fields and columns on the printed form. In the 

Customise window, what you see in the text field is what actually prints on 

the form. 

Warning: “Fields not entirely within the printable area of a form layout 

will not print” on page 882 

Tools in the Customise window 

At the top of the Customise window, you’ll find a toolbar that allows you to 

easily modify the appearance and content of your forms. By using the 

toolbar buttons available on the Customise window for every form in 

MYOB Premier, you can: 

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• add text and data fields to a form 

• add graphic file images, such as your company logo, to the form layout 

• add rectangles and lines to the form 

• add a background image to the entire form 

• adjust the size and margins of the form 

• layer fields and design elements by bringing them forward or moving them 

backward in the layout 

• change the size, colour and style of the text in the form 

• preview your printed form and prepare to print it. 

Depending on any settings or customisations you may have already saved, 

the Customise window may also display an alignment grid for use in 

positioning fields in the layout. If you have chosen a background graphic 

for the form, it will be displayed in the form layout. 

Opening the Customise window 

If you want to customise a form just before you print it, you can open it in 

the Customise window by clicking the Customise button on the Forms 

Selection window. Use the features in the Setup menu to select a form for 

customisation and save it for printing whenever you need it. 

Step by step 

“To customise a form for later use (Setup menu)” on page 847 

“To customise a form before printing” on page 862 




Adding a picture or logo to a form 

forms:customising:pictures;forms:customising:logos;pictures:adding to forms;logos:adding to forms 

You can add your company logo or another graphic image to any Premier 

form. Premier supports all of these graphic file formats: .BMP, .GIF, .JPG 

(JPEG), .PNG, .TIF, .WMF and .ICO. 

Use the Insert Graphics/Picture button on the toolbar to add a graphic 

image to your form. You can also copy and paste graphics from one form to 

another. 


Step by step 

“To add design elements to a form” on page 855 

M-Powered invoices: “To place your logo on an M-Powered invoices 

form” on page 1334 

Related topic 

“To add a background image to a form” on page 850 

“To place your logo on an M-Powered invoices form” on page 1334 

Adding a picture to a form background 

forms:customising background:picture;forms:customising:background picture;background pictures:adding to forms;pictures:adding to forms 

You can create a graphic background for any Premier form that you 

customise. Premier supports many graphic formats, including BMP, GIF, 

JPG (JPEG), PNG, TIF, EMF, WMF and ICO. 

Use the Insert Background button on the Options tab of the Forms 

Information window to select a background graphic for your form. 

When you save a GIF, JPG (JPEG), PNG, TIF or ICO graphic on a 

customised form, it is saved in its original format. All other graphics will be 

stored as bitmaps. 

Step by step 



Related topic 


Customising cheques 

customising:cheques;cheques:customising 

Cheques differ slightly from other Premier forms because the cheque form is 

actually two forms -- a cheque form and a stub form. Cheque stubs typically 

contain data fields that summarise the information that appears on the main 

part of the cheque to which the stub is attached. In Premier, four types of 

cheque stubs exist: 

• The Regular Stub layout is automatically assigned to cheques that are 

written using the Spend Money window. 

• The Payable Stub layout is automatically assigned to cheques that are 

written using the Pay Bills window. 

• The Paycheque Stub layout is automatically assigned to paycheques that 

are written in the Pay Employees window. 

• The Refund Cheque Stub layout is automatically assigned to cheques that 

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are written using the Settle Returns & Credits window. 

If you use a cheque form that has a cheque printed between two stubs, see 

“Adding a cheque form between two stub forms” on page 841. 

Note: “The cheque stub layouts provide two versions of certain fields” 

on page 883 

If you want to print debit memo information on your payable cheque stubs, 

see “Displaying applied debit memos on cheque stubs” on page 841. 

Step by step 

“To customise the cheque form” on page 868 

“To customise the stub form” on page 869 



“To determine where fields can be placed on a form” on page 854 

Keyword: stub, payable, regular, refund, paycheque, paycheques, stubs 

Forms Overview - Customising cheques 

Displaying applied debit memos on cheque stubs 

forms:cheque stubs;customising:displaying applied debit memos on cheque stubs;cheque stubs:displaying applied debit memos on cheque stubs 

If the debit memos you’ve applied only partially pay for a bill, you can 

include the debit memos on the stub of the cheque that you use to complete 

the payment for the bill. To do this, you must create and use a customised 

cheque format. 

Step by step 

“To display applied debit memos on cheque stubs” on page 870 

Keyword: stub, stubs, cheque 

Forms Overview - Displaying applied debit memos on cheque stubs 

Adding a cheque form between two stub forms 

forms:cheque stubs;cheque stubs:adding a cheque form between two stub forms; 

Some companies prefer to include two cheque stubs with each cheque. 

When this type of form layout is used, the cheque form often is located 

between the two cheque stubs. In a few steps, you can customise your 

cheque layout to incorporate two stubs in this manner. 

Note: “If you want two stubs below a cheque” on page 882 

Step by step 

“To add a cheque form between two stub forms” on page 871 


Forms Overview - Adding a cheque form between two stub forms 

Printing item numbers on purchases 

purchases:printing:primary supplier’s item numbers on item purchase;item numbers:printing primary supplier’s item numbers on item purchase 

Automatically printing item numbers 

The item numbers that are set to automatically print on your item purchases 

are the primary supplier’s item numbers, not the numbers you assigned to 

items in the Item Information window. 


In order for the primary supplier’s item numbers to automatically print on 

an item purchase, certain conditions must exist. (“To print the primary 

supplier’s item number on a purchase” on page 874.) If these conditions 

don’t exist, no item numbers will print on the item purchase. 

forms:purchases:customising;purchases:customising;customising:purchases 

customising:printing your item numbers on an item purchase;purchases:printing:your item numbers on item purchase;item numbers:printing your item numbers on item purchase 

Printing your item numbers 

If you want your item numbers to print on an item purchase, you can 

customise the purchase. (“To print your item numbers on a purchase” on 

page 875) 

Customising labels 

forms:labels:customising;customising:labels;labels:customising 

Changing the size of your labels: Premier’s label forms are set up so they 

can be printed easily on popular labels. For mailing labels or labels for sales, 

you can choose from a list of measured forms. (“Choosing a form for labels” 

on page 836) Measured forms are determined by a variety of factors on your 

computer. For example, if you’re using metric settings on your computer, 

you can choose between two label forms that use metric measurements. 

If the label sizes don’t suit your needs, you can change the size of your 

labels using the Customise window. 

forms:labels;labels:changing position;customising:changing position of labels 

Changing the position of your labels: Some printers aren’t capable of 

printing information on the top row of label paper. If this is your situation, 

you’ll need to customise your label form so the top margin matches the 

printing capabilities of your printer. 

Step by step 

“To change the size of labels” on page 877 

“To change the position of labels” on page 878 

Forms Overview - Customising labels 

Customising invoices, statements and purchase 

orders 

forms:invoices and purchase orders:customising;customising:invoices and purchase orders;invoices:customising;purchase orders:customising 


Premier’s sales and purchases forms are set up so they can be printed easily 

on standard paper sizes. The basic form layouts that are provided with your 

MYOB Premier software are usually sufficient to meet most business needs. 

If your forms are a non-standard size, if you want to change the margins 

that are used for your forms, or if you want to add, move or delete elements 

from your sales and purchase forms, you’ll be able to make any needed 

changes by using the extensive customisation features in your MYOB 

software. 

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If you subscribe to MYOB’s M-Powered invoices service, you can take 

advantage of the custom M-Powered invoice and statement layouts that are 

provided with your MYOB Premier software. Like all MYOB forms, these 

specially designed sales forms are fully customisable to meet your specific 

business needs. 

Refer to the following topics for help in making any needed changes to your 

sales and purchase forms. 

Step by step 

“To change the size of a form” on page 864 

“To change the margins of a form” on page 865 

“To change the paper size for your forms” on page 867 

“To enter the M-Powered BPAY biller code and biller name” on 

page 1336 

“To customise an M-Powered invoices form layout” on page 1331 

M-Powered invoices: “To add a ‘How to pay’ section to an existing 

customised form layout” on page 1334 

M-Powered invoices: “To enter the maximum amount for Credit Card by 

Phone payments” on page 1337 


“Customising forms before printing” on page 861 

“Customising forms for later use (Setup menu)” on page 846 

“M-Powered invoices forms provided with MYOB Premier” on page 1318 


Customising invoices, statements and purchase orders 


Chapter 2 

Printing forms 

4 

To print a test form 


Tip: “Don’t waste preprinted forms when you print test forms!” on 

page 882 

1. Load the paper you intend to use to print your forms into your printer. If 

you’re using a continuous-feed printer, be sure the paper is as straight as 

possible. 

2. Click the Print Alignment button. (This button will also display the type of 

form you’re printing.) 

3. Depending on the type of computer you use and the settings you’ve 

established for your printer, the alignment form may begin to print 

immediately, or a print window may appear on your computer screen. If a 

print window appears, make your selections in the window, then click the 

button in the window that begins the printing process. (The button is 

usually labeled “OK” or “Print".) 

4. After the form is finished printing, review it to see whether the sample text 

was printed in the proper locations on the paper. If the information isn’t 

displayed the way you want, you may need to either change the position of 

the paper in your printer or customise the form layout so the information is 

printed where you want it on the paper. (“Opening a form in the Customise 

window” on page 838) 

5. You can print as many alignment forms as you want. If your first attempt at 

aligning the information on the page wasn’t successful, make the necessary 

changes, then follow steps 1 to 4 until you’re satisfied with the way the 

information will be printed. 


“Printing test forms” on page 836 


“To preview printed forms” on page 861 


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Chapter 2 Printing forms 

4 

To print a test (alignment) form 

To print mailing labels 


The Forms Selection - Print Mailing Labels window should be displayed. 

1. From the Card Type list, select the type of card you want to print labels for 

or select All. 

2. Enter or select one card in the Selected field or select All Cards. 

3. (Optional) If you selected All Cards, use the fields that appear in the 

middle of the window to enter criteria that narrow the range of cards for 

which you want to print labels. You’ll be able to exclude specific cards 

from this range in step 7. 

4. In the Selected Form for Mailing Label field, choose the label layout you 

want to use. (“Choosing a form for labels” on page 836) 

5. Click OK. The Review Labels Before Printing window appears. 

6. If you want to print more than one label for each card, indicate the number 

of labels you want. 

7. Review the scrolling list of cards. If you don’t want to print labels for some 

of the cards, click the marks next to their names in the Print column to 

unmark those cards. If cards you want to include don’t appear in the list, 

click Cancel and repeat steps 1 to 6; in step 3, be sure to choose a broader 

range of cards. 

8. Click Print. 

9. If a printer dialog box appears, make whatever entries are needed, then 

click OK or Print to begin printing. 


“Printing forms” on page 834 

“To change the position of labels” on page 878 



Chapter 3 

Customising a form 

Customising forms for later use (Setup menu) 


MYOB Premier provides you with an extensive set of well-designed form 

layouts. These built-in form layouts make it easy for you to begin printing 

professional-looking documents immediately. Premier also provides a 

number of flexible options that allow you to create your own custom 

versions of these forms and keep them available to use whenever you need 

them. 

Note: “The Bank Deposit report and letters are not considered forms” 

on page 883 

By using the Setup menu’s Customise Forms option, you can select a form 

and customise it at any time, even if you don’t need it immediately. This 

allows you to create and maintain your own library of custom forms as you 

work. 

If you use M-Powered invoices you’ll find that customising the layout of an 

M-Powered form is no different from customising any other form. If you 

want to individualise your M-Powered invoices, you can use the same Setup 

menu options that you use to customise your other forms. You’ll also find 

that it’s easy to modify your existing custom sales form layouts for use with 

M-Powered invoices services. 

Step by step 






“Customising forms before printing” on page 861 




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Chapter 3 Customising a form 

4 

To customise a form for later use (Setup menu) 

1. From the Setup menu, select Customise Forms and click the kind of form 

you want to customise. This displays the Customise Forms (Setup) window 

for that form. 

Note: “The Bank Deposit report and letters are not considered 


The Customise Forms (Setup) window displays a number of options, 

depending on the kind of form you selected. 

Caution: “‘How to pay’ section requirements for M-Powered 

invoices forms” on page 1355 

2. Choose the form you wish to customise from the Form to Customise list 

and click the Customise button. The Customise window displays the 

layout for the form you selected. 

3. You can add a background image to your form. (“To add a background 

image to a form” on page 850) 

4. You can add design elements, such as text, lines, rectangles and pictures to 

a form. (“To add design elements to a form” on page 855) 

You also can add data fields and columns that currently do not appear on 

the form. (“To add data fields to a form” on page 852). 

Note: “There are some restrictions on the placement of fields and 

columns” on page 883 

In addition, you can change or move existing elements if you like. (“To 

change or move elements on a form” on page 856) 

Note: “You may not be able to move certain columns without 

moving others” on page 884 

5. You can change the text fonts that appear in any text or data field on the 

form. (“To change text fonts for individual form fields” on page 852) 

6. You can copy elements that already appear on the form. (“To copy 

elements on a form” on page 858) 

7. In some cases, you may want to remove elements you’ve added. (“To 

remove elements from a form” on page 860) 

To undo the last change you made, click the Undo button in the toolbar. 


8. If you’re customising a cheque form, you can customise both the cheque 

form and its associated stub. When you’ve finished customising the cheque 

form, select the kind of stub you want to customise from the Layout menu 

in the toolbar. (“To customise the cheque form” on page 868) 

9. To review the changes you’ve made, click the Form Preview button in the 

Customise window toolbar. After you’ve finished, click OK to continue 

working in the Customise window. (“To preview printed forms” on 

page 861) 

10. Save your custom form: 

• Click Save Form if you’re creating an entirely new form or are making 

changes to a custom form you created earlier. 

• Click Save Form As if you chose a custom form in step 3 and you want 

to keep both that custom form and the new one you’ve just created. 

Warning: “If you don’t save a custom M-Powered invoices form 

with a new name” on page 1351 

11. If you’re creating a new form or are saving a form under a new name, a 

dialog box appears; name your form and add a description, if you want. 

Click OK to return to the Customise window. 

12. When you’re finished making changes, click OK to close the Customise 

window. 

When you are ready to print forms, the name you gave your custom form 

will appear in the Selected Form for... list at the bottom of the Forms 

Selection window. 














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“To enter the M-Powered BPAY biller code and biller name” on 

page 1336 

Keyword: invoice, invoices, sales, sale, order, orders, quotes, quote, purchase, purchases, bill, bills, cheque, cheques, statement, statements, activity, label, labels, M-Powered, M-Powered invoices 

4 

To customise a form using the Setup menu 

To choose a font for all forms 

forms:choosing fonts:for all forms;choosing:fonts:for all forms 

1. Choose Default Fonts from the File menu. 

2. Click the Forms button. 

3. Choose the font and size you wish; then click OK. 

Related topic 


4 

To choose a font for all forms 

To change text fonts for all fields on a form 

If you don’t change fonts for any fields, all of the text in your forms will be 

displayed and printed using the fonts that you selected when you set up 

your Premier Preferences. (“To choose a font for all forms” on page 849) 

The Customise window for the form you want to modify must be open. [“To 

customise a form for later use (Setup menu)” on page 847 or “To customise 

a form before printing” on page 862] 

1. Choose Select All in the Edit menu at the top of the Customise window. 

This highlights all of the fields in your form. 

2. To change the fonts for all fields on the form, click on the Change Fonts 

button in the toolbar at the top of the window to display the Change All 

Fonts window. 

3. Select the Font, Font Style and Size that you want to apply to all fields on 

this form. 



4. Click OK to apply your selections and view your font changes in the 









“To change text fonts for individual form fields” on page 852 


4 

To change text fonts for all form fields 

To use the layout grid 




1. Click the Form Properties button in the toolbar to display the Forms 

Information window. 

2. Use the Grid Options on the Options tab to specify how the grid will 

appear and operate. Mark Show Grid to make the grid visible in the layout; 

mark Snap to Grid if you want to automatically align the top and left 

margins of every field with the closest grid lines. You can also increase or 

decrease space between the lines of the grid by selecting from the Grid Size 

menu. 

Note: “The layout grid does not appear on printed forms” on 

page 883 

3. Click OK to apply your grid settings to the Customise window. 





“To change or move elements on a form” on page 856 


4 

To use the layout grid 

To add a background image to a form 

The Customise window for the form you want to customise must be open. 

[“To customise a form for later use (Setup menu)” on page 847 or “To 

customise a form before printing” on page 862] 

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1. Click the Form Properties button in the toolbar to display the Forms 


2. Click the Insert Background button on the Options tab of the Forms 

Information window; this opens a dialog box where you can select an 

image to appear in the background image of your form. MYOB Premier 

supports all of these graphic file formats: .BMP, .GIF, .JPG (JPEG), .PNG, 

.TIF, .WMF and .ICO. 

3. Select the file and click the “Save” button (it might have a name like 

“Open", “OK” or “Import”) to make your selection and return to the 

Forms Information window. 

4. Use the drop-down menu in the Background Options area of the Forms 

Information window to specify how the background image will appear on 

your printed form: 

• Top will position the image at the top of the form. 

• Centre will centre the image on the form. 

• Tile will repeat the image in a grid-like pattern across and down the 

entire form. 

• Stretch will enlarge the image to fill the entire form. (Depending on 

the size and shape of the original image, this setting may distort it 

somewhat.) 

5. Click OK to return to the Customise window, where you will see your 

background image in the form layout area. (If you have set your options to 

display the layout grid, the grid will be superimposed over the background 

image in the display.) 








To add a background image to a form 


4 

To change text fonts for individual form fields 

If you don’t change fonts for fields on any forms, all of the text in your forms 

will be displayed and printed using the fonts that you selected when you set 

up your Premier Preferences. (“To choose a font for all forms” on page 849) 






1. You can change the font for a single field or for any group of fields that you 

select: 

To select a single field, double-click inside its boundaries to display the 

Field Properties window. 

To select a group of fields, hold the SHIFT key down and click to select 

each field. Then double-click inside one of the selected fields to display the 

Field Properties window. 

2. Click the Text Format button on the Layout tab of the Field Properties 

window; the Text Format window displays the options for changing the 

appearance of text in the selected fields. 

3. Select the Font, Font Style, Size, Justification, Colour and any text effects 

that you want to apply to the selected fields. 

4. Click OK to apply your selections and view your changes in the Customise 

window. 




“To choose a font for all forms” on page 849 


“To add a ‘How to pay’ section to an existing customised form layout” on 

page 1334 

4 

To change text fonts for individual form fields 

To add data fields to a form 

forms:customising:data fields;data fields:activating;activating:data fields 




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1. Click the Add New Data Field/Column button in the toolbar at the top of 

the Customise window. 

Note: You can’t add data fields to forms where they don’t belong 

2. The Select from List window displays an alphabetical list of the data fields 

and columns that are available for use in your custom form. (Fields are 

listed before columns.) Click in the selection column beside the names of 

the fields and columns that you want to add. You can add as many fields or 

columns as you need. 

3. Click OK when you’ve finished selecting data fields and columns. The new 

fields and columns are highlighted in the form layout. 

If you’re adding a single data field, it will appear at the top of the form or at 

the spot where your mouse cursor was last positioned. If you’re adding 

multiple fields, they will be aligned vertically below the first new field. If 

you’re adding data columns, they will appear to the right of any existing 

columns in your form. (The new column may be positioned slightly off the 

right side of the layout. If this is the case, you may have to move or adjust 

the size of existing columns to accommodate the new column.) 

Note: New data fields do not have titles 

4. Use your mouse to drag the new data fields to their correct positions on 

your custom form. 

-- or -- 

Double-click inside each new field to use the sizing and positioning 

features in the Field Properties window - Data Field. 

To position new fields more accurately, use the layout grid. (“To use the 

layout grid” on page 850) 

Warning: “Fields not entirely within the printable area of a form 

layout will not print” on page 882 

5. Click Save Form to save the custom version of your form under its existing 

name. Click Save Form As to save your custom form under a new name. 



6. Click OK to return to the Customise window. 


Step by step 









4 

To add a data field or column to a form 

To determine where fields can be placed on a 

form 

Because of their special uses and interrelationships with other data on the 

same form, certain data fields and columns are designated for specific pages 

or areas of the forms on which they appear. To determine where a particular 

field can be placed on a form: 

1. Open the Customise window for the form you want to customise. 

2. Click the Add New Data Field/Column button in the toolbar at the top of 



3. The Select from List window displays an alphabetical list of the data fields 

and columns that are available for use on your custom form. (Fields are 

listed before columns.) The right-hand column in the list provides 

information about where each data field can be placed. Refer to this 

information to determine where you can place fields on your form layout: 

• Every Page -- The field can be placed anywhere on the form. 

• Last Page -- The field will contain cumulative data and must be placed 

at the bottom of a one-page form, or on the last page of a multi-page 

form. 

• 2nd stub (on cheque stubs only) -- The field can be placed only on the 

second stub. (Fields without this designation automatically appear on 

the first stub.) 

Note: “The cheque stub layouts provide two versions of certain 

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fields” on page 883 

4. Click in the selection column beside the names of the fields and columns 

that you want to add. You can add as many different fields or columns as 

you need. 

5. Click OK to add the selected fields and columns to your form. 



6. To reposition a field or column, click on it and drag it to the desired 

location. (“To change or move elements on a form” on page 856) 

Step by step 




M-Powered invoices: “To customise an M-Powered invoices form 

layout” on page 1331 

4 





To add design elements to a form 




You can add any of these elements to your form: text fields, pictures, 

rectangles or lines. You may find it helpful to display the layout grid as you 

add and position design elements. (“To use the layout grid” on page 850) 



1. To add a text field, rectangle, line, or picture (such as a company logo), 

click the corresponding button in the toolbar at the top of the Customise 

window. 

2. If you’re adding a rectangle or line, click in the form layout at the location 

where you want the element to appear, then press the left mouse button 

and drag until the rectangle or line is approximately the size you want it to 

be. If you’d like to further modify the element, go on to the next step; if 

you’re happy with it, you’re done! 


If you’re adding text or a picture, click the location where you want the 

element to appear. A field will appear where you clicked. 

3. Double-click the element you just added. Depending on the element you 

selected, either the Field Properties window for graphics or the Field 

Properties window (data and text fields) appears. 

4. Use the options in the Field Information or Properties window to precisely 

position the element you’ve created and to change other attributes, such as 

the font, font colour and size of text; and the thickness, colour and shape 

of lines, rectangles and text field borders. 

If you’re adding text, be sure to type the text you want in the Text field. 

If you’re adding a picture, click the Load Picture button, then use the 

dialog box that appears to choose the image you want to use. MYOB 

Premier supports all of these graphic file formats: .BMP, .GIF, .JPG (JPEG), 

.PNG, .TIF, .WMF and .ICO. 

5. You can create a layered effect in your form by using the Move to Back or 

Bring to Front buttons on the toolbar. Use these two button as you need to 

position design elements under or on top of other form elements. 

6. Click OK to return to the Customise window. 








“To add data fields to a form” on page 852 

“To copy elements on a form” on page 858 


“To remove elements from a form” on page 860 

4 

To add design elements to a form 

To change or move elements on a form 

The Customise window for the form you want to modify must be displayed. 



You may also want to display the layout grid so that you can precisely 

position elements in the layout. (“To use the layout grid” on page 850) 

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1. To resize an element, double-click on it. Several small squares -- called 

handles -- will appear around the border of the element; click a handle and 

drag the mouse while pressing the left mouse button. 

To move an element, click on it. Then press the left mouse button and drag 

the element to its new location. 

-- or -- 

Double-click the element to display the Field Properties window for 

graphics or the Field Properties window (data and text fields). Use this 

window to position and size the element precisely using the Field Size and 

Field Location options. 



To undo the last change you made, click the Undo button in the toolbar of 


2. You can change any of these characteristics of any text field, data field or 

column: 

• Field size and location 

Warning: “Fields not entirely within the printable area of a 

form layout will not print” on page 882 

• Font colour 

• Background colour 

• Border layout, colour, width and style 

Note: “The default background field colour (white) is transparent” 

on page 883 

a. To change any of these characteristics, double-click in the field to 

display the Field Properties window and select from the available 

options. 

b. To change the font, font size, style or colour used in a text or data field, 

click the Text Format button in the Field Properties window; this 

opens the Text Format window. When your text formatting settings are 

correct, click OK to return to the Field Properties window. 


c. After you’ve made all of your changes in the Field Properties window, 

click OK to continue working in the Customise window. 

3. To change the size or appearance of a line, rectangle or picture, doubleclick 

it to display the Field Information window. After you’ve made your 

changes, click OK to return to the Customise window. 

4. When you’ve finished all your changes, click Save Form to save your new 

layout under its existing name. 

-- or -- 

Click Save Form As to save the new layout under a new name. 




5. Click OK to close the Customise window. 





M-Powered invoices: “To enter the M-Powered BPAY biller code and 

biller name” on page 1336 






4 

To change or move elements on a form 

To copy elements on a form 

If you are making multiple copies of elements on the same form, the 

Customise window for the form you want to customise should be open. 

If you are copying elements from one form to another, you must start by 

displaying the form from which you are copying in the Customise window. 




1. Click on the form element you want to copy. 

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2. Choose Copy from the Edit menu. 

If you’re copying elements from one form to another, click OK to close the 

Customise window for the form from which you’re copying; then open the 

Customise window for the form to which you’re adding the element. 

(Opening a form in the Customise window) 

3. Click in a blank area in the form. 

4. Choose Paste from the Edit menu. A copy of the element you selected will 

be placed in the layout. If you are copying a field from the same form, the 

new field will be positioned just below the original element. 


5. Position the new element. (“To change or move elements on a form” on 

page 856) 




6. When your new layout is complete, click Save Form to save the layout 

under its existing name. 

-- or -- 



7. When you’ve finished making changes, click OK to close the Customise 

window. 










To copy elements to a form 


4 

To remove elements from a form 




You can remove data and text fields, rectangles, lines and pictures from the 

foreground of your form; you can also remove a background image that you 

previously inserted. 

You can remove the last item that you inserted by clicking the Undo button 

in the toolbar at the top of the window. Clicking Undo twice will reinsert 

the last item. 



To remove a data or text field, or a line, rectangle or picture 

1. Click the element to be removed and press BACKSPACE or DELETE on your 

keyboard. 

Note: “Deleted fields remain available for use in form layouts” on 

page 881 

2. Click Save Form to save the layout under its existing name. 

-- or -- 


To remove a background image from a form 

1. Click the Form Properties button in the toolbar at the top of the Customise 

window; the Click the Form Properties button to open the Forms 


2. The Forms Information window displays a preview of the graphic you 

previously selected for this form. 

3. Click the Remove Background button and click OK to return to the 









860 www.myob.com.au





4 

To remove elements from a form 

To preview printed forms 

1. Display the form you want to print in the Customise window. [“To 



2. Click the Form Preview button in the toolbar at the top of the window. 

3. The Print Preview window displays your custom form layout with sample 

data. Use the features in the Print Preview toolbar as necessary to zoom in 

or out on the form preview and to prepare your printer to print the form. 

4. When you’ve finished viewing the form preview, click Close to return to 



“Printing test forms” on page 836 

“Reviewing forms before printing” on page 837 

To preview printed forms as you customise them 

Customising forms before printing 


MYOB Premier provides an extensive set of well-designed form layouts so 

you can begin printing professional-looking documents immediately. You’ll 

also find a variety of flexible options that you can use to create your own 

custom versions of these forms, which you can print as you need them. You 

can print custom forms in colour or in black-and-white, using either a laser 

or inkjet printer. 

All of the printed form layouts available in Premier can be customised just 

before printing. This allows you to tailor individual forms to meet the needs 

of specific customers and suppliers, as well as to adjust your form designs to 

meet your own changing requirements. 

To customise forms just before printing them, use the Print options in the 

command centres where the various forms are located. (For example, click 

Print Cheques in the Banking Command Centre to access the features for 

customising cheque forms.) 

Step by step 











“Customising forms for later use (Setup menu)” on page 846 


4 

Customising forms before printing 

To customise a form before printing 

Note: You can use the Preferences window to select custom settings 

that affect all forms 

forms:customising;customising:forms 

1. In the appropriate command centre, click the Print option you want to use; 

the Forms Selection window opens. (“Finding forms” on page 833) 

2. Use the Forms Selection window to specify the kind of form you want to 

customise. (For example, if you’re creating a custom statement, choose 

either Invoice or Activity from the list at the top of the window.) 



3. In the Selected Form for... field at the bottom of the window, choose the 

form that most closely matches the form you plan to create. This will save 

you time as you customise. 

4. Click Customise. The Customise window displays the layout for the form 

you selected. 

5. You can add a background image to your form. (“To add a background 

image to a form” on page 850) 

6. You can add design elements, such as text, lines, rectangles and pictures to 

a form. (“To add design elements to a form” on page 855) 

You can also add data fields and columns that currently do not appear on 

the form. (“To add data fields to a form” on page 852). 



7. Once they appear in the layout, you can change or move existing elements 

as you like. (“To change or move elements on a form” on page 856) 

862 www.myob.com.au




8. You can change the text fonts that appear in any text or data field on the 

form. (“To change text fonts for individual form fields” on page 852) 

9. You can copy elements that already appear on the form. (“To copy 

elements on a form” on page 858) 

10. In some cases, you may want to remove elements you’ve added. (“To 

remove elements from a form” on page 860) 


11. If you’re customising a cheque form, you can customise both the cheque 

form and its associated stub. When you’ve finished customising the cheque 

form, select the kind of stub you want to customise from the Layout menu 

in the toolbar. (“To customise the cheque form” on page 868) 



12. To review the changes you’ve made, click the Form Preview button in the 

Customise window toolbar. After you’ve finished, click OK to continue 

working in the Customise window. (“To preview printed forms” on 

page 861) 

13. Save your custom form: 

• Click Save Form if you’re creating an entirely new form or are making 

changes to a custom form you created earlier. 

• Click Save Form As if you chose a custom form in step 2 and you want 

to keep both that custom form and the new one you’ve just created. 



14. If you’re creating a new form or are saving a form under a new name, a 

dialog box appears; name your form and add a description, if you want. 


15. When you’re finished making changes, click OK to close the Customise 

window and return to the Forms Selection window, where you can prepare 

and print your custom forms. 


When you are ready to print forms, the name you gave your new custom 

form will appear in the Selected Form for... list at the bottom of the Forms 

Selection window. 




















Keyword: invoice, invoices, sales, sale, order, orders, quotes, quote, purchase, purchases, bill, bills, cheque, cheques, statement, statements, activity, label, labels, M-Powered, M-Powered invoices 

4 

To customise a form before printing it 

To change the size of a form 

forms:invoices:changing size;invoices:changing size;customising:tips:changing size of invoices;forms:purchase orders:changing size;purchase orders:changing size;customising:tips:changing size of purchase orders;forms:statements:changing size;statements:changing size;customising:tips:changing size of statements 

If you need to print multiple copies of a form on a single sheet of paper, you 

can adjust the size of your forms so that they will fit in the allotted space. 

(Please note that this is not the same as changing the paper size for the 

form. If you need to do that, see “To change the paper size for your forms” 

on page 867.) 



Keep in mind that any changes you make here will affect all the instances of 

the form that appear on each page. 

Warning: “Changing the size or margins of a form may affect the way 

the form prints” on page 881 

1. In the appropriate command centre, click the Print option you want to use; 

the Forms Selection window opens. 

2. If you’re modifying cheques or mailing labels, skip to step 3. 

864 www.myob.com.au


Otherwise, select the type of form you want to modify; for example, select 

Item from the Form Layout list or Activity from the Statement Type list. 

The selection list appears in the top third of the window. 

3. Select the layout of the form you want to change from the Selected Form 

list in the bottom third of the window, then click the Customise button to 

open the Customise window. 

4. Click the Form Properties button in the toolbar to open the Forms 

Properties window. 

5. In the Layout tab of this window, verify that the Number of (Forms) Per 

Page field indicates the number of forms you want to appear on each page. 

If it doesn’t, enter the correct number. 

6. To modify the size of the form, change the entries in the Form Size fields 

and click OK. 



7. In the Customise window, click the Save Form As button. The Save As 

window appears; enter a name and a brief description for the new layout 

and click OK. (If you selected a custom form in step 3, click Save Form to 

save your changes without creating a new form layout.) 









4 

To change the size of your forms for printing 

To change the margins of a form 

forms:changing margins;customising:tips:changing forms’ margins;print margins:changing 



1. In the appropriate command centre, click the Print option you wish to use; 


-- or -- 

Use the Setup menu to choose the kind of form that you want to work on. 

The Customise Forms (Setup) window displays options for specifying the 

form layout that you want to modify. 





You’ll make a selection from the list provided in the top third of the 

window. 



3. If you’re changing the form’s margins just before printing, select the layout 

of the form you want to change from the Selected Form list in the bottom 

third of the Forms Selection window. 

If you’re resizing a form for later use, select the Form to Customise from 

the list on the Customise Forms (Setup) window. 

4. Click the Customise button to open the Customise window for the form 

you selected. 

5. Click the Form Properties button in the toolbar to open the Form 

Properties window. 

6. In the Form Properties window, change the top Margins field so it matches 

the location where your printer begins printing. For example, if your 

printer begins printing 2 centimetres from the top edge of the page, enter 

2.0 in the top Margins field. When you’ve made your changes, click OK. 














To change the margins used for your forms 

866 www.myob.com.au


4 

To change the paper size for your forms 

forms:changing paper size;customising:tips:changing form’s size 

1. In the appropriate command centre, click the Print option you wish to use; 





Make a selection from the list provided in the top third of the window. 

3. Select the layout of the form you want to change from the Selected Form 

list in the bottom third of the window, then click the Customise button to 

open the Customise window. 

4. Click the Form Properties button in the toolbar to open the Forms 


5. In the Forms Information window, choose the type of paper for this form. 

For example, if your form is B5 Letter size, choose B5 Letter from the 

Paper selection list. When you’ve made your changes, click OK. 







When you print your forms, be sure that the paper size in the Print Setup 

dialog box is correct for the document you’re printing. Choose Print Setup 

from the File menu to display this dialog box. 



“To change the size of a form” on page 864 




To change the paper size used for your forms 


Chapter 4 

Tips for customising 

cheques 

Customising a cheque form 

4 

forms:cheques:customising tips;customising:tips:cheques;cheques:customising tips 

To customise the cheque form 

Note: “An entire cheque form has two parts” on page 881 

1. Open the cheque form you want to modify in the Customise window. 

(“Opening a form in the Customise window” on page 838) Note that the 

only the cheque fields -- not the stub -- appear in the window 

2. Open the Layout menu at the top of the Customise window; notice that the 

Cheque layout is selected. This indicates that you’re currently viewing the 

layout for the cheque form only. 

3. The procedure for customising a cheque form is generally the same as 

customising any other form: 

You can move, add, copy and delete data fields and columns; and you can 

add, remove and change the characteristics of design elements like text 

fields, lines, rectangles and pictures. You can also add a background image 

to a cheque form, if you wish. 

Make any changes you want to the cheque form. To undo the last change 

you made, click the Undo button in the toolbar. (“Customising forms” on 

page 837) 



4. Customise the stub form, if you wish. (“To customise the stub form” on 

page 869) 



868 www.myob.com.au

Chapter 4 Tips for customising cheques 









4 

To customise the cheque form 

To customise the stub form 

forms:cheque stubs:customising tips;customising:tips:cheque stubs;cheque stubs:customising tips 

1. If it’s not already displayed, open the cheque form you want to modify in 

the Customise window. Only the cheque fields -- not the stub -- appear in 

the window. (“Opening a form in the Customise window” on page 838) 

Note: “An entire cheque form has two parts” on page 881 

2. Use the Layout menu to choose the type of stub you want to customise. 

When you select a stub type, the cheque form fields will be dimmed and 

the appropriate stub forms fields will appear at the bottom of the 

Customise window. (You may need to use the scroll bar on the right side of 

the Customise window to view the stub fields.) 

Note: “The cheque stub layouts provide two versions of certain 

fields” on page 883 

When a stub form is displayed in the Customise window, the fields and 

other items that make up the cheque form aren’t accessible. If you need to 

make changes to the cheque form again, choose Cheque from the Layout 

menu. 

3. After you’ve selected the stub you want, customising the stub form is the 

same as customising any other form: You can move, copy and delete data 

fields and columns; and you can add, remove and change the 

characteristics of design elements like text fields, lines, rectangles and 

pictures. You can also add a background image to the cheque form, if you 

wish. 



4. Make any changes to the cheque stub at this time. To undo the last change 

you made, click the Undo button in the toolbar. (“Customising forms” on 

page 837) 




5. If you want, you can make changes to all four available cheque stubs at this 

time; however, the changes you make to one stub won’t affect the other 

stubs. You’ll have to change each stub individually if you want the same 

change to apply to all four stubs. 

Idea: Preview your changes at any time by clicking the Form 

Preview button in the Customise window toolbar. 

6. When you’re finished making changes to the cheque and stub forms, click 

Save Form in the Customise window. If you’re making changes to a custom 

layout, all changes you’ve made will be saved. If you’re working with one 

of MYOB Premier’s predefined form layouts, the Save As window appears; 

enter a name and description for your new form layout and click OK. 



“Displaying applied debit memos on cheque stubs” on page 841 







“To add a cheque form between two stub forms” on page 871 


4 

To customise the stub form 

To display applied debit memos on cheque 

stubs 

forms:cheque stubs;customising:tips:displaying applied debit memos on cheque stubs;cheque stubs:displaying applied debit memos on cheque stubs 

The Customise window must be open. [“To customise a form for later use 

(Setup menu)” on page 847 or “To customise a form before printing” on 

page 862] 

1. Choose Payable from the Layout menu at the top of the Customise 

Cheques window. 

2. Click the Add New Data Field/Column button in the Customise window 

toolbar to display the data fields Select from List. 

3. Click in the selection column beside YTD Debits, and click OK to add the 

YTD Debits column to the form layout. (The new column may be 

positioned slightly off the right side of the layout. If this is the case, you 

may have to move or adjust the size of existing columns to accommodate 

the new column.) 

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4. Drag the YTD Debits column to the correct location on the stub layout, 

and rearrange any other fields if you need to do so. 

5. Double-click the YTD Debits field to display the Field Information 

window, where you can further refine the field’s size, position and 

appearance. 

6. Click OK to return to the Customise Cheques window. 



“Displaying applied debit memos on cheque stubs” on page 841 


To display applied debit memos on cheque stubs 

Adding a cheque form between two stub forms 

4 

To add a cheque form between two stub forms 

forms:cheque stubs;cheque stubs:adding a cheque form between two stub forms;customising:tips:adding a cheque form between two stub forms 

The Customise Checks window must be open. [“To customise a form for 

later use (Setup menu)” on page 847 or “To customise a form before 

printing” on page 862] 

If you haven’t done so already, use the Forms Information window to 

display the layout grid and adjust the grid settings as necessary. (“To use the 

layout grid” on page 850) 

1. From the Layout menu, choose the stub form you want to include with the 

cheque. The stub fields will appear in the window. (You may need to use 

the scroll bar on the right side of the window to view the stub fields.) Since 

you’re customising the Laser/Inkjet Cheque form layout, two stubs appear 

in the Customise window – that’s okay; you’ll be using both stubs. 

2. Select all the items on the first cheque stub, including all data fields, text 

fields and any drawing objects. To select multiple items, hold down the 

SHIFT key as you click the items you want to select. 

Be careful selecting items on the stub! Don’t use the Select All command 

to select all the items on the first cheque stub; you’ll select all the fields on 

both stubs. 


3. Drag the selected stub’s elements to the proper position in the Customise 

window. Use the rulers, the layout grid and the dimmed cheque form fields 

to find the location on the form where you want the stub to print. When 

you’re satisfied with the location, release the mouse button. (You’ll 

probably place the stub items directly on top of the cheque form, and the 

Customise window will look a little confusing at this point.) 



4. Choose Cheque from the Layout menu. Both stubs will disappear, leaving 

the cheque form fields in the Customise window. 

5. Choose Select All from the Edit menu to select all of the cheque form 

elements. 

6. Using the rulers and layout grid as a guide, drag the cheque form elements 

into position in the centre of the Customise Cheques window. (You may 

find it handy to verify the location of the cheque stub you moved in step 3. 

To do so, choose the appropriate stub from the Layout menu. After you’ve 

located the stub, choose Cheque from the Layout menu again.) 

7. When you’ve positioned the cheque form correctly, choose the stub layout 

you’re customising from the Layout menu and click the Form Preview 

button. The layout of the cheque form and the two stubs will appear in the 

Print Preview window. When you’re finished viewing the layout, click OK 

to close the Print Preview window. 

Note: “Be sure to change all the stubs you’ll use with this custom 

cheque form” on page 881 

8. Continue moving the cheque stubs or cheque form until all items on the 

form are positioned correctly. Then click Save Form in the Customise 

window to save your changes. 

If you’re making changes to a custom layout, all your changes will be 

saved. 

If you’re working with one of MYOB Premier’s predefined form layouts, 

the Save As window appears; enter a name and description for your new 

form layout and click OK. 


“To customise the cheque form” on page 868 

“To customise the stub form” on page 869 

To add a cheque form between two stubs 

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Changing cheque numbers 

4 

To change cheque numbers in Premier to match 

your printed cheques 

forms:cheque numbers;cheque numbers:matching;customising:tips:matching cheque numbers 

If, for some reason -- a paper jam, for example -- the numbers on your 

printed cheques don’t match the cheque numbers in your MYOB software: 

1. Redisplay the Forms Selection - Print Checks window. 

2. In the Number of First Cheque in the Printer field, enter the number of the 

first paper cheque that has an incorrect number in Premier. Be sure to 

enter the number that appears on the actual paper cheque form, not the 

number that appears in Premier. 

3. Unmark the Unprinted Cheques Only option. 

4. Use the Cheques Dated From and Cheque Numbers Between to select the 

Premier cheque records that you want to change. For example, if the 

incorrect cheque records are numbered 1000 to 1005, enter those numbers. 

Click OK. 

5. The cheques you selected appear in the Review Cheques Before Printing 

window. Review the list of cheques to be sure that it includes only the 

cheque records that you want renumbered. If a cheque you don’t intend to 

renumber appears in the list, unmark that cheque by clicking the Print 

column next to that cheque. When you’re sure the list is accurate and 

complete, click Print. A print dialog box appears. 

6. You don’t want to print additional cheques, so click Cancel in the print 

dialog box; the numbers will be changed when you do so. 

To verify the new numbers, open the Transaction Journal window and click 

the Disbursements tab. 


Chapter 5 


purchases 

Printing item numbers on an item purchase 

4 

To print the primary supplier’s item number on a 

purchase 

The primary supplier’s item number is set to print automatically when you 

print a purchase. To ensure the primary supplier’s item numbers print on a 

purchase, the following conditions must exist: 

• An item must be recorded on an item purchase layout. 

• The primary supplier for the item must be entered in the Supplier field of 

the Purchases window. 

• A primary supplier must be assigned to the item. Primary Suppliers are 

assigned to individual items in the Primary Supplier for Reorders field in 

the Buying Details view of the Item Information window. 

• An item number must be assigned to the item for the primary supplier. This 

number is entered in the Supplier Item Number field in the Buying Details 

view of the Item Information window. 

If these conditions don’t exist, no item numbers will be printed on the 

purchase. 




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Chapter 5 Tips for customising purchases 

4 

To print your item numbers on a purchase 

forms:purchases:printing your item numbers on an item purchase;customising:printing your item numbers on an item purchase;purchases:printing:your item numbers on an item purchase 

1. In the Purchases Command Centre, click Print Purchase Orders to open 

the Forms Selection - Print Purchase Orders window. 

-- or -- 

Choose Customise Forms > Purchase Orders from the Setup menu; the 

Customise Forms (Setup) window displays options for specifying the type 

of purchase order that you want to modify. 

1. Select Item from the Form Layout list. 

2. In the Selected Form for Purchase list at the bottom of the window, select 

the item purchase form you want to use. 

3. Click the Customise button at the bottom of the window. The Customise 

window appears. 

4. Scroll through the window until you locate the data column labeled 

[Supplier’s Item #]. Click in this column to select it. Then press DELETE or 

BACKSPACE on your keyboard to remove the [Supplier’s Item #] data field 

from the form layout. 

5. Click the Add New Data Field/Column button to display the Select from 

List [multiple selection] window for data fields and columns on this form. 

6. Enter “My Item #” in the Select only field at the top of the window to move 

directly to this field in the list. Click in the selection column to the left of 

the field name to select [My Item #] for inclusion on the form. 

7. Click OK. The My Item # field now appears on the item purchase form 

layout. 

8. Drag the My Item # field to the location where you want your item 

numbers to print. (You’ll probably want to place this field in the same 

location as the Supplier’s Item # field that you deleted.) 



9. When you’re finished, click the Save Form As button. The Save As window 

appears; enter a name and a brief description for the new item purchase 

layout and click OK. (If you selected a custom form in step 3, click Save 

Form to save your changes without creating a new form layout.) 





To print your item numbers on a purchase 

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Chapter 6 Tips for customising labels 

Chapter 6 


labels 

Changing the size of your labels 

4 

To change the size of labels 

forms:labels:changing size;labels:changing size;customising:tips:changing size of labels;labels:changing size 



To change the size of your labels, you must create a custom form layout. 

Follow these steps to do so. 

1. In the Card File Command Centre, click Print Mailing Labels to open the 

Forms Selection - Print Mailing Labels window. 

-- or -- 

In the Sales Command Centre, click Print Invoices to open the Forms 

Selection - Print Invoices window. Then choose the type of label you want 

to print from the Form Layout list. 

2. Select the form layout for the labels you want to change from the Selected 

Form for Label list, then click the Customise button to open the Customise 

window. 

3. Click the Form Properties button to open the Forms Information window. 

4. Use the options in this window to change the entries in the Form Size 

fields and click OK. 











To change the size of your labels 

Changing the position of your labels 

4 

To change the position of labels 

forms:labels:changing position;labels:changing position;customising:tips:changing position of labels;labels:changing position 



1. In the Card File Command Centre, click Print Mailing Labels to open the 

Forms Selection - Print Mailing Labels window. 

-- or -- 

In the Sales Command Centre, click Print Invoices to open the Forms 

Selection - Print Invoices window. Then choose the type of label you want 

to print from the Form Layout list. 

2. Select the layout of the labels you want to change from the Selected Form 

for Label list, then click the Customise button to open the Customise 

window. 

3. Click the Form Properties button to open the Forms Information window. 

4. In the Forms Information window, change the top Margins field so it 

matches the location where your printer begins printing. For example, if 

your printer begins printing 2 centimetres from the top edge of the page, 

enter 2.0 in the top Margins field. When you’ve made your changes, click 

OK. 











To change the position of your labels 

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Chapter 7 Troubleshooting adding fields on forms 

Chapter 7 

Troubleshooting 

adding fields on forms 

A data field that I want to print doesn’t appear in the Customise 

window. 

Solution: The field may have been deleted from this customised version of 

the form. To add it, simply use the Add New Data Field/Column button to 

display and use the Select from List window for this form. (See “To add data 

fields to a form” on page 852 for more information.) 

Solution: The field may not be available on this form. If this is the case, you 

will not be able to add the field to this form. See “Fields on forms -- names, 

data and types” on page 886 to view a list of the fields that are available on 

each form, or click the Add New Data Field/Column button to display the 

list of available fields for the form in the Select From List window. 

I accidentally deleted a field from a form. How can I restore it? 

Solution: It’s simple to restore data fields and columns -- and text fields -- to 

custom forms. All of the data fields that were available in the original 

version of that form remain available for use through the Select from List 

window. You can restore a deleted field by simply selecting it from the list. 

(See “To add data fields to a form” on page 852 for more information.) 

Solution: You can always discard your latest changes and revert to the 

previously saved version of your form layout. Do this by clicking Cancel at 

the bottom of the Customise window and opening the form again. 

Solution: If necessary, you can restore an entire form to its original version 

simply by choosing the original form template from the Selected Form list in 

the Forms Selection window. To make certain that a field remains in your 

custom form template, be sure to save the custom layout under a new name 

when you have finished designing it. 


Some or all of the data/text in a field is missing from a printed form. 

Solution: The size of the font is too large; enlarge the data/text field or 

reduce the font size. Double-click on the field to bring up the Field 

Properties window, where you can make these changes. 

Solution: The field is not entirely within the printable area of the form. If 

this is the case, you must reposition it to appear entirely within the 

printable area of the form. (This area is displayed in solid white in the layout 

area of the Customise window.) Fields that even slightly overrun the 

printable area of the layout will not appear at all on your printed form, even 

though they remain visible in the form Customise window. 

880 www.myob.com.au

Chapter 8 Forms notes and warnings 

Chapter 8 

Forms notes and 

warnings 

An entire cheque form has two parts 

An entire cheque form has two parts – the cheque form and the stub form. 

To customise the entire cheque form, you’ll need to perform two separate 

tasks: customising the cheque form and customising the stub form. 

Note: An entire cheque form has two parts 

Be sure to change all the stubs you’ll use with this custom cheque 

form 

Every custom cheque form you create has four cheque stub forms 

associated with it: Regular, Payable, Paycheque and Refund. If you’re 

planning to use your custom cheque form to print multiple types of cheques 

-- payable and refund cheques, for example -- be sure to modify all the 

appropriate stub form layouts. 

The Regular Stub layout is automatically assigned to cheques that are 

written using the Spend Money window. The Payable Stub layout is 

automatically assigned to cheques that are written using the Pay Bills 

window. The Refund Cheque Stub layout is automatically assigned to 

cheques that are written using the Settle Returns & Credits window. The 

Paycheque Stub layout is automatically assigned to paycheques written 

using the Pay Employees window. 

Changing the size or margins of a form may affect the way the form 

prints 

Keep in mind that the changes you make to the size or the margins of your 

forms are likely to change the appearance of the printed forms. It is possible 

to change margins and form sizes so that the form will not print correctly. 

Deleted fields remain available for use in form layouts 

Fields that you delete from a form layout remain available for future use 

through the Customise window’s Select from List for that form. If you want 

to reinsert a field into a form, simply select the field from the list and 

position it on the form layout. 


Note: Deleted fields remain available for use in form layouts 

Don’t waste preprinted forms when you print test forms! 

After you’re satisfied with the changes you’ve made to your forms, consider 

printing alignment forms to verify that your changes align correctly on your 

printer. Print alignment forms by clicking the Print Alignment button in the 

Forms Selection window. 

When you’re printing alignment forms, don’t waste the valuable preprinted 

paper forms you normally use; use plain paper instead. You should be able 

to easily compare the alignment text on the plain paper with a preprinted 

form. (“To print a test form” on page 844) 

Fields not entirely within the printable area of a form layout will not 

print 

You must position every field and column in your custom form design to 

appear entirely within the printable area of the form. (This area is displayed 

in solid white in the layout area of the Customise window.) Fields that even 

slightly overrun the printable area of the layout will not appear at all on 

your printed form, even though they remain visible in the form’s Customise 

window. 

New data columns may be positioned slightly off the right side of the 

printable area when you first add them. If this is the case, you may have to 

move or adjust the size of existing columns to ensure that the new column is 

entirely within the printable area of the form. 

If you want two stubs below a cheque 

If you want two stubs to be printed after the cheque form, simply print a 

Laser or Inkjet Cheque. Select Laser/Inkjet Cheque in the Forms Selection 

window for cheques before you print your cheques. You’ll find this 

selection in the Selected Form for Cheques list at the bottom of the window. 

(You don’t need to follow the instructions for adding a cheque form 

between two stub forms.) 

If you’ve created custom forms using a previous MYOB product 

If you’ve created custom forms using a previous MYOB product, you may 

not be able to display and print them using MYOB Premier v8. Because of 

the addition of new forms fields, changes of field names or changes to the 

amount of information that will be displayed and printed for a field, you 

may need to recustomise those forms. 

Note: If you’ve created custom forms using a previous MYOB product 

882 www.myob.com.au

Chapter 8 Forms notes and warnings 

New data fields do not have titles 

New data fields and columns that you add to a custom form do not have 

text field labels. If you add a data field or column, the data in the printed 

form will not have a text label unless you add a text field for use as a title for 

it. 


There are some restrictions on the placement of fields and columns 

Certain fields and columns are designated only for use on certain pages of a 

form. For example, a field designated for “Every Page” can be placed 

anywhere on a form, but a field designated for the “Last Page” must appear 

at the end of the form. In some cases, more than one version of a data field 

is available on a single form layout. This allows you to use data from the 

same field in different ways on the same form. 

Note: Some fields and columns must appear in certain positions 

The cheque stub layouts provide two versions of certain fields 

All cheque stub layouts provide two versions of certain fields and columns: 

one designated for “Every Page", and one designated for “2nd Stub". This 

feature allows you to print certain data on both stubs, or on only one stub, 

depending on your needs. 

Note: Bank stub layouts provide two versions of certain fields 

The Bank Deposit report and letters are not considered forms 

For design and formatting purposes, the Bank Deposit report and 

personalised letters are not considered forms in MYOB Premier. 

Note: The Bank Deposit report and personalised letters are not considered forms 

The default background field colour (white) is transparent 

If you don’t choose another colour for a field, the background will be white. 

This colour is semi-transparent so that you can see other form elements that 

may be positioned behind the field. If you want a field to have a solid white 

background colour, select a very light grey shade from the colour palette. 

Note: The default background field colour (white) is transparent 

The layout grid does not appear on printed forms 

The layout grid is designed to make it easier to position form elements 

accurately in the Customise window. If you choose to use the layout grid, it 

will be visible at all times, even if you add a background image or colour to 

your form. The grid will not appear, however, when you print your custom 

form. 

Note: The layout grid does not appear on printed forms 

Form layouts must match government guidelines! 

Be careful if you plan to customise forms. 


Although you can customise these forms using Premier, form designs that 

don’t match governmental guidelines won’t be accepted. You should use the 

standard form setup for most reporting purposes. 

You can use the Preferences window to select custom settings that 

affect all forms 

MYOB Premier offers some custom settings that affect all forms. You may 

want to review the procedure for “Choosing preference settings for reports 

and forms” on page 790 before you begin customising a form. 

Note: You can use the Preferences window to select custom settings that affect all forms 

You can’t add data fields to forms where they don’t belong 

Only those fields that are available for each form can be used on it. You 

cannot create new data fields for any form. You also cannot copy data fields 

from one form to another unless the fields that you want to copy are 

available on both forms. 

Similarly, you cannot add a data field to pages or copies of a form unless 

that field is available on that page. For example, you can’t add a “Deduction 

Amount” field to the first stub of a paycheck, because this field is only 

available on the second stub. You can, however, add a “Payroll Categories” 

field to any stub, since this field is available on every page of the form. 


You can have more than one custom version of the same form 

You can create and save more than one custom version of any of these 

forms: 

Sales forms, packing slips and labels 

Cheques and paycheques 

Statements 

Purchases 

Payment Receipts 

Mailing labels 

Note: You can have more than one custom version of the same form 

You may not be able to move certain columns without moving others 

Because of interrelationships among the data that appears in certain 

columns on many forms, you may not be able to move a single column 

without moving all of the columns that are associated with it. For example, 

you cannot move the “Description” column on a purchase order without 

also moving the “Date” and “Amount” fields, because the data in these 

three columns is related on that form. 

Note: You may not be able to move certian columns without moving others 

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MYOB Manual - Custom Forms

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