Forum Discussion

brasstacks's avatar
brasstacks
Partner
5 years ago
Solved

Editing invoice template

OK. Have edited and saved a customised item sales invoice in Account Edge V18.5. If I open the template, it shows the change. But if I attempt to print or email an invoice using the template, it's st...
  • brasstacks's avatar
    brasstacks
    5 years ago

    An hour and a quarter with support byesterday and MYOB was accessing the right template but for some reason would not register the field modification. So we deleted the field, created a new one on the template, put in the text, saved it, and that fixed the problem. 

Andrew_Y's avatar
Andrew_Y
Former Staff
5 years ago

Hello brasstacks 

 

Thanks for your post, and apologies for the delay in responding to you.

 

I have found this post  customised form on the community forums that may be applicable to your situation.  It involves permissions access and sounds like it could be something that may be at play for your issue too.  Please feel free to have a read of it and see if it helps.

  • brasstacks's avatar
    brasstacks
    Partner
    5 years ago

    Thanks. The template is being saved to the correct folder. If I open it to re-customise, it shows the amended detail on the form. But when I try to print using the template, it continues to use the old template. Have reinstalled Account Edge Pro V18. 

    • Steven_M's avatar
      Steven_M
      Former Staff
      5 years ago

      Hi brasstacks 

       

      I would make sure that form is set as the default within the company file. This can be done in a few different places depending on your needs. Our AccountRight Help Article: Set the default forms to be used when emailing or printing goes through the necessary locations where you can set a default form. I understand that you are using AccountEdge, the process would be the same between these products.