Emailing a quote in format set up for quote

[KarenMF]

I have separate formats set up for quotes, which are slightly different to the sales invoice.  When I email a quote though, it emails in the format set up for sales.  How do I email a quote in the correct format?

[CloverQ]

Hi @KarenMF 

In AccountRight you can certainly set up different custom forms for different purposes. Invoice forms are categorised by the transaction layout (service, items etc), not by invoices/quotes.

You can set/change a default form in Print/Email Invoices for bulk processing, set up a default form in customer card, or choose a desired form within the individual invoice/quote. Please find the detailed steps in this Help article: Set up default forms to use when emailing and printing.

Feel free to let us know if you have any further questions.