Forum Discussion

Albare's avatar
Albare
Trusted Cover User
2 years ago

Edit to Custom invoice not printing with new changes.

Hi All,

 

I'm having trouble printing a custom invoice template which retains the old address details even though I save the aleterations and preview it.

 

I've closed the program, rebooted and reopened and once again after printing an invoice with the custom form it reverts to the old PO BOX details.

 

As a work around I re-edited the old custom invoice form, saved it wth a new name however for the hundreds of customer cards we have, the older custom invoice form is the one listed in the "Selling Details> Printed Form tab

 

Any ideas on why the edited form isn't "sticking" when printing?

  • Mike_James's avatar
    Mike_James
    Ultimate Cover User

    Hi Albare , you will need to edit the customer card printed form to be the new card. 

     

    The system default form also needs to be changed, go to Print/Email invoices, select Advanced filters, change the sale type if reuqired, then re-select the form displayed in the "Selected form for Sale:" field.

    • Albare's avatar
      Albare
      Trusted Cover User

      Why would I need to make any changes if I originally only edited the existing Custom form which retained the same name and is the chosen default invoice as well as the chosen form in every client card?

       

      I've never had a problem before where I edit an existing custom form and choose the save option when closing after editing.

       

       

      Edit: Would clearing the cache help?  We're using AccountRight as I prefer it the the browser version.

      • Celia_B's avatar
        Celia_B
        MYOB Staff

        Hi Albare,

         

        Thank you for your post and welcome to the Community Forum. 

         

        Regarding your concern, we recommend checking if you have selected this new customized form as your selected form for sale, this can be found by going to Print/email invoices >> Select Advanced Filters >> Select form for sale. As Mike_James mentioned, you need to change the system default forms. For more information, you can check out this Help Article: Set the default forms to use when emailing or printing. 

         

        Feel free to post again if you have other questions or concerns, or if you still need assistance with this concern. We are happy to assist. 

         

        If my response has answered your enquiry, please click "Accept as Solution" to assist other users find this information.

         

        Kind Regards, 

        Cel