Selecting Forms

Scottik1962

Hi everyone,

 

For some reason now when I make up a new invoice, when I go to save it, a popup box asks me what form I want to print the invoice on, as we have a few invoices we have designed.

 

Yet, in the particular card files I have nominated what form to use, yet we still get the pop up box asking, which gets a little annoying when you have about 30 invoices to prepare.

 

Any advice most welcome,

 

Scott

 

Yanike_S

Hi @Scottik1962 

 

Thanks for your post.

 

If you go to Setup>>Preferences>>Sales and tick: Automatically (Save To Disk) Sales When They are Recorded (Invoices, Orders and Quotes). 

 

This setting will save the invoice using the default form in the customer card. 

 

Let me know if this solves it for you!