I have separate formats set up for quotes, which are slightly different to the sales invoice. When I email a quote though, it emails in the format set up for sales. How do I email a quote in the correct format?
Hi @KarenMF
In AccountRight you can certainly set up different custom forms for different purposes. Invoice forms are categorised by the transaction layout (service, items etc), not by invoices/quotes.
You can set/change a default form in Print/Email Invoices for bulk processing, set up a default form in customer card, or choose a desired form within the individual invoice/quote. Please find the detailed steps in this Help article: Set up default forms to use when emailing and printing.
Feel free to let us know if you have any further questions.
Self-help & Learning
Level up your skills and find answers across all MYOB products
Help Guides
MYOB Academy
