Forum Discussion

chaim's avatar
chaim
Experienced Cover User
2 years ago
Solved

wrong invoice selected and sent to clients

My business does 2 very different things.  So i have 2 different invoices.  when i setup a new client i setup up which invoice they are meant to receive.  When then clients receive the online invoice...
  • Komal_S's avatar
    Komal_S
    2 years ago

    Hi chaim 


    Please check which invoice form is selected as default under Print/Email Invoices>>Advanced Filters>>Selected form for sale as if you print or email invoices, this form will be picked up by default. If you need to send different invoice forms, you will have to manually select the another invoice form while printing or emailing. 

chaim's avatar
chaim
Experienced Cover User

my business has 2 different parts.

1 part is i rent coolrooms - 1 invoice.   

the other part is i sell tombstones - the 2nd invoice. 

Each parh of the business has its own watermark/logo and seperate banking information.

 

when i setup up each new client i specify which invoice i want them to receive.

 

buut for some reason, they are all receiving the coolroom invoice.

 

is that clearer?

Komal_S's avatar
Komal_S
MYOB Moderator
2 years ago

Hi chaim 


Please check which invoice form is selected as default under Print/Email Invoices>>Advanced Filters>>Selected form for sale as if you print or email invoices, this form will be picked up by default. If you need to send different invoice forms, you will have to manually select the another invoice form while printing or emailing. 

  • chaim's avatar
    chaim
    Experienced Cover User
    2 years ago

    perfect - thanks

  • Tina1959's avatar
    Tina1959
    Experienced Cover User
    2 years ago

    Hi Kormal,

     

    I have the same problem when printing invoices - and as we have several different invoices as we sell in multi currencies and each has different bank details we ALWAYS select the appropriate form to use and it is also set up in customer details which form to use. Howver despite this for some reason they are all defaulting to a US dollar invoice only. How can this be fixed. We use the server edition of account right and it is now updated automaticaly so we are not using an old version.

    • Komal_S's avatar
      Komal_S
      MYOB Moderator
      2 years ago

      Hi Tina1959 


      The default form will be picked up from the Print/Email Invoices>>Advanced filters window, and not from what's saved in the customer card. If you wish to use different forms for different customers, they will need to be manually selected before printing/emailing an invoice. 

       

      If you're doing that and it's still defaulting to the same invoice form, please save the invoice form under a different name and check if it's still doing the same thing. 

      • Tina1959's avatar
        Tina1959
        Experienced Cover User
        2 years ago

        We changed the form name and deleted the old form and so far that seem to have worked.