Customised forms not visible

Hi Accesstech,

I know it's important for your customised forms to appear correctly, especially after putting in the effort to create them.

Please note that any templates created in the browser version will not be saved or carried over to the desktop version of AccountRight. You will need to recreate your customised forms in the desktop.

Here's a link with detailed instructions on how to create, save and use the customised form you've created. If the issue persists, try clearing your AccountRight cache by following this link.

Regards,

Sai

Hi Sai,

Thank you for quick response to my question. I have cleared the cache and can see that the form I created today is still there under "customised forms". But it still does not show in the list when I try to print an invoice. The first image are the choices I have when I try to print an invoice. The second image is my customised forms - the last form in the list called "1. RS - 7 day invoice RS logo" is what I created today. I watched the video and I created the form as per the video, but it is still not visible. Does that make sense?

Hi Accesstech,

Another thing to check is the layout of your invoice. Make sure your invoice is set to the service or item layout, depending on what you need. The layout should match the invoice form so it appears correctly. Service invoices should use service forms, and item invoices should use item forms.

Thanks,
Genreve

Hi Genreve. Thank you for your response. Under set-up, customised forms, I edited the "item" invoice form to create my customised invoice but adding a company logo, our bank details for payment and amending a couple of other headings. I saved the form, but it is not appearing in the list of forms - just the default MYOB, as per the first image above. Can you offer any other assistance as to why my newly created invoice form is not displaying as an option to select when printing an invoice?

Hey Accesstech,

From what I know, there aren't any other reasons why the invoice form wouldn't appear in the form list when printing an invoice. However, it's worth looking at the Advanced Filters to see if the new invoice form appears there. Below are the screenshots to guide you through it. It if still doesn't show up in the form list, the best next step is to get in touch with our support team on Live Chat via our virtual assistant, MOCA, or by submitting a support case via MyAccount.

Cheers,

Doreen

Hi Doreen,

Yes the new form I created yesterday "1. RS - 7 Day Invoice RS Logo" is definitely visible in "advanced filters" - see first screenshot below, but it is not visible when I go to print the invoice - see second screenshot below. This is what I am failing to understand. If there is nothing else I can do, I will lodge a support case as you have suggested.

I'm having a similar issue. I was using the Account Right cloud version with no issues. Went to email & print an invoice and the custom invoice is not available for selection in the drop down menu, just the standard MYOB ones.

I can see the custom invoice in set up / customize forms / invoices / service. I can see the customer card file has a default setting to the customized invoice.

Why is the customized invoice no longer available to select?

Hi Nadyne,

Thanks for outlining the steps you've taken— that helps point us in the right direction. Customised invoices forms created in AccountRight won't appear in the browser version, and the same goes the other way— customised invoices forms made in the browser version aren't available in the AccountRight. Since you need to use your customised forms, you'll need to open and print the invoice directly from the AccountRight.

Cheers,

Doreen

Hello Doreen

I'm confused as to why our customized invoice form is no longer the default (as we set the card file to) and why it's no longer appearing in the list to be selected now (we never had to select it before as it was our default, as per card file). It used to be there and work just fine. We have done nothing different to have it disappear. Could you please advise?

Hi Nadyne,

Customised forms are saved within the company file, so another user might have accidentally removed them. If you have a backup file from a week ago or older, you can restore it locally to see if the customised form is still in that version. If it is, you can then export the form and import it into your current file. You can read through this link as it provides general information on how the forms are handled in the software. 

Regards,
Genreve