Customising Sales Invoices

Mandy_L

I am having troubles getting the correct sales invoice attached to the customer card.

On the 'Sales' set up assistant I have chosen 'Service' for the Layout. .

On their card i have selected ' Service' for the sales layout and the printed form I have selected the customised form. 

But the actual form that gets emailed out is a generic form that comes with MYOB.  

I know that I used to send out invoices and all the information was attached. Im not sure when this changed as i dont send many sales invoices out.

Does anybody have any ideas?

Steven_M

Hi @Mandy_L 

 

What window are you using to email those invoices out to customers?

 

Using the Sales>>Print/Email Invoices>>To be Emailed tab will use the customise form that is selected in the Advanced Filters>>Selected Form for Sale option. This selected form will override any customise form that you have selected in the Printed Form field for any customise form.

 

If you are emailing those invoices through the Enter Sales window, the form that is listed as the Printed Form in the Customer's card will appear as the default in the Selected Form field. Note: This can be overridden on a per email basis with a different form.

 

Please note for the above response I have assumed that you have ensured that the layout of the transaction matches that of the layout of the form and that of the customer's card layout.