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June 2022
June 2022
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 all clients are receiving the same invoice, no matter which invoices are selected for them to initially receive when i set them up.
How do i correct this?
Thanks
Solved! Go to Solution.
June 2022
June 2022
Hi @chaim
When you say you have two different invoices, are they two different layouts, and if yes, how have you set them up in the system for different customers to receive different invoices? Once we have these additional details, we would be able to advise accordingly.
Kind regards,
Komal
MYOB Community Support
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June 2022
June 2022
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?
June 2022
June 2022
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.
Kind regards,
Komal
MYOB Community Support
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June 2022
June 2022
perfect - thanks
July 2022
July 2022
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.
July 2022
July 2022
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.
Kind regards,
Komal
MYOB Community Support
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July 2022
July 2022
We changed the form name and deleted the old form and so far that seem to have worked.
December 2022
December 2022
Hi Komal,
WE are having the same problem again - customer file is set to one form and when invoices are printed they are going to a differnt form. Excatly the problem we had before - this is really frustrating as my overseas customers are getting incorrect banking details. I don't want to have to keep making a new form with a differnt name - surely this is a MYOB issue that needs fixing.
December 2022
December 2022
Hi @Tina1959
Please check the default form for sending the invoices under Print Emai Invoices>>Advanced Filters, all the invoices will be sent using that default form. If you wish to send a different form, you will either have to change the default form or attach a different form manually.
Kind regards,
Komal
MYOB Community Support
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