Forum Discussion

CarolynJS's avatar
CarolynJS
Experienced Cover User
4 years ago
Solved

Email template default for quotes & invoices

When setting a default template for emailing invoices and then setting a default template for emailing quotes they override each other, they wont fix as a separate default for each.  Is that a MYOB g...
  • Komal_S's avatar
    Komal_S
    4 years ago

    Hi CarolynJS 

     

    If you're setting default templates under Print/Email invoices >> Advanced filters, then the templates for both quotes and invoices will override each other and they will use the same customized form. 

     

    If you do wish to have a different layout for your quotes vs your invoices then you would be looking a customizing a form for your quotes and customizing a second form for the invoices. When you wish to produce a copy of your quotes you would need to change the Selected form for Sale to be your quote based form and then change it if you wish to produce a copy of an invoice. It will have to be a manual selection and cannot be set as default at this stage.

     

    Let us know if you have further questions on this. 

Komal_S's avatar
Komal_S
MYOB Moderator

Hi CarolynJS 

 

If you're setting default templates under Print/Email invoices >> Advanced filters, then the templates for both quotes and invoices will override each other and they will use the same customized form. 

 

If you do wish to have a different layout for your quotes vs your invoices then you would be looking a customizing a form for your quotes and customizing a second form for the invoices. When you wish to produce a copy of your quotes you would need to change the Selected form for Sale to be your quote based form and then change it if you wish to produce a copy of an invoice. It will have to be a manual selection and cannot be set as default at this stage.

 

Let us know if you have further questions on this. 

CarolynJS's avatar
CarolynJS
Experienced Cover User
4 years ago

Thanks Komal, 

We have customised a form for each invoices and quotes with slightly different layouts.  I guess our users will just have to pay attention when they're emailing.  Thanks for your reply.