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CR62's avatar
CR62
Experienced User
1 day ago
Solved

invoice layout changes

Can you please explain why my invoice layout has suddenly changed? I spent quite a bit of time getting my invoice template looking exactly how I wanted it, but sometime between this morning and this...
  • Earl_HD's avatar
    Earl_HD
    15 hours ago

    Hi CR62,

    That definitely sounds unusual, especially when the layout changes without anything being updated on your end. From what you’ve described, it sounds like the invoice form is picking up a Shipping Address from the customer’s card details rather than changing the invoice itself. If you don’t want that showing, you’ll usually need to open the customised invoice form in AccountRight and remove the extra address fields from the template, then save the form again.
     

    It’s also worth checking the customer’s card file, as the Shipping Address can be pulled from the Address 2 or Ship To details there. If that information is different to the billing details, that would explain why a different name and address is appearing on the invoice. 

    More information here: Customising invoices

     

    Regards,
    Earl

Earl_HD's avatar
Earl_HD
MYOB Moderator
15 hours ago

Hi CR62,

That definitely sounds unusual, especially when the layout changes without anything being updated on your end. From what you’ve described, it sounds like the invoice form is picking up a Shipping Address from the customer’s card details rather than changing the invoice itself. If you don’t want that showing, you’ll usually need to open the customised invoice form in AccountRight and remove the extra address fields from the template, then save the form again.
 

It’s also worth checking the customer’s card file, as the Shipping Address can be pulled from the Address 2 or Ship To details there. If that information is different to the billing details, that would explain why a different name and address is appearing on the invoice. 

More information here: Customising invoices

 

Regards,
Earl

  • CR62's avatar
    CR62
    Experienced User
    14 hours ago

    Thanks Earl

    I checked the card file and noticed the address name etc was in the shipping details section, I have deleted this information from the card and it seems to have fixed the invoice. I just don't understand why all of a suddenly the shipping address showed after 6 invoices were produced for this client but happy to have found the solution to my problem.

    Thanks for your help

    Chris 

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