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August 2022
August 2022
Client has two invoice templates setup, and each customer has setup in card file the choice of which template we want them to receive, when I print invoices great the correct default form is choosen, but when I log into online myob to send out the monthly invoices with multiple attachements, the default invoice form is not being picked up and some customers are getting the wrong invoice template sent to them. Where can the email template default be customized like we do for 'printing' in the card file.
September 2022
September 2022
Hi @Kylie123
Thank you for your post. We have identified a situation where instead of picking up the form chosen in the Selling Details of a Customer Card, The form selected under; To be emailed > Advanced filters is picked up.
The workaround to email the sale would be to either:
If my response has answered your enquiry please click "Accept as Solution" to assist other users find this information.
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