2025.10 - further to my query

Hi Earl

I have cleared the cache - only had one file in it.

Can you please look at my three messages concerning this problem?

When entering in the invoice it goes automatically to a service invoice.  Then when printing I can't access the professional "customised" invoice.

The customised invoice is still saved under forms but the new update only follows the service invoices.

Please help

Thanks

Rodee

Hi Rodee,

Thanks for giving the cache clear a shot. I checked your other post and it does seem a bit odd, but no worries, we can sort it out with a few quick checks. It might be that the default form is set to Service Invoice, so first make sure your custom template is set as the default (either from the customer card’s Selling details or via Advanced filters in Print/Email invoices). When you’re entering invoices, double-check you’re selecting the right layout. You can also refer to this forum post that walks through sales settings for both browser and desktop. If it’s still happening after those steps, please lodge a support ticket via My Account and include the steps you’ve tried plus screenshots of your settings so we can dig in further.

Cheers,

Princess

Hi Princess

Thanks for the advice, I have tried the custom template in the customers card - doesn't work.

When using - print/email on the main menu - the invoices to be printed are only under service.  When I print them they do not go away.

I can access professional tab from here but nothing is listed at all and even if I mark an invoices as to be printed they still do not appear here.

Anymore suggestion, please?

Kind regards

Rodee

Hi everyone

I found MY error.

I somehow had changed the Layout on the top menu line to Service and not professional.

Sorry for all the trouble

Rodee