Sending invoices

jodie_a_22

I've created a new template for my invoices because I needed to change payment details.  Invoices using this template are not being sent by email, however invoices using previous templates do get sent.  Have I missed something in setting up the new template?

Sean_DC

Hi @jodie_a_22 

 

Thank you for your post. May I extend a warm welcome to the MYOB Community Forum.

Kindly go again to Sales Settings >> Templates >> Click on the template that you created. Make sure that the Set as default template is ticked for the new template you created. I would also suggest logging out and clearing your browser cache before sending the next invoice. You can also test it out first by sending a sample invoice to your email. Let me know how it goes. 


Please feel free to post again. I'm happy to assist further.

 

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