Unable to see/select customised form

Hi PECH

Thanks for your post.

We have different invoices for suppliers and customers. You may check this Help Article Personalising invoices to provide you with more information and instructions to assist you with this.

Please don't hesitate to post again if you need help in the future.

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

Cheers,
Leneth

Hi Leneth,

The issue I am having is with a customer who happens to be our supplier as well.  I have set up this particular customer with the same Sale Layout and Printed Form in Customer's Selling Details tab as I have done with other Customers. The problem is when I try to print the invoice, the required  customised form  is not available in the selection/option. See screenshots attached.  I do not have this issue with other customers. Can it be MYOB is not able to handle  Customers who also happens to be a Supplier 

Hi PECH

Thanks for your post.

As of now, we don't have that feature in AccountRight to print invoices for customers who happen to be suppliers. However, you may try to export and import template to suppliers or rather design a new supplier template. This Help Article Sharing forms with other company files will provide you with more information and instructions to assist you with this.

 I would also suggest posting these functions that you would like to see implemented into the system on our AccountRight Idea Exchange board.

Please don't hesitate to post again if you need help in the future.

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

Cheers,
Leneth