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 glitch?
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.
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.
Self-help & Learning
Level up your skills and find answers across all MYOB products
Help Guides
MYOB Academy
