Forum Discussion

Member

3 months ago

Solved

Lost Customised Forms Invoices & Purchase Order

Hi All,

I updated to the latest build 2025.7.1.5 the the other day and when I went back in, my customised invoices and purchase order forms are no longer showing in the drop down box to choose when you are wanting to email or print the invoice or purchase order. However, they are still showing when I go into setup / export customised forms. I tried exporting them and then importing them back in and nothing. Also cleared the Accountright Cache folder. Any ideas?

Desktop

ChrisMc
3 months ago
Hi Jay
Could you check in the sales command centre - email/print invoices button what the default sales type is.
Sales types are linked to the form used
Thanks Chris

4 Replies

ChrisMc
MYOB Staff
3 months ago
Hi Jay
Could you check in the sales command centre - email/print invoices button what the default sales type is.
Sales types are linked to the form used
Thanks Chris
Jay44s
Member
3 months ago
Thanks Chris all sorted now!
AngelaGreg
Experienced User
2 months ago
How was this solved, I have the same problem. I have exported my customised sales invoice and also imported. they still dont show up when i want to print / email? Very frustrating!
Doreen_P
MYOB Moderator
2 months ago
Hey AngelaGreg,

Not seeing your customised invoice forms when you're about to send it is frustrating. The forms that show up for printing or emailing are linked to the Sale Type you choose in Advanced Filters. To check this,

Go to Sales command centre

Select Print/Email Invoices

Click on Advanced Filters, pick the right Sale Type (Item, Service, Professional, or Time Billing)

Select your customised template in Selected Form for Sale

That’s what controls what appears in the dropdown for both print and email. If this doesn't do the trick, you can reach out to our team on Live Chat via our virtual assistant, MOCA, or by submitting a support case via My Account. They can check what's going on behind the scenes.

Cheers,

Doreen