Forum Discussion

Mandy_L's avatar
Mandy_L
Experienced Cover User
4 years ago

Customising Sales Invoices

I am having troubles getting the correct sales invoice attached to the customer card. On the 'Sales' set up assistant I have chosen 'Service' for the Layout. . On their card i have selected ' Servi...
Customise Sales Invoices
  • Steven_M's avatar
    Steven_M
    4 years ago

    Hi Mandy_L 

     

    What window are you using to email those invoices out to customers?

     

    Using the Sales>>Print/Email Invoices>>To be Emailed tab will use the customise form that is selected in the Advanced Filters>>Selected Form for Sale option. This selected form will override any customise form that you have selected in the Printed Form field for any customise form.

     

    If you are emailing those invoices through the Enter Sales window, the form that is listed as the Printed Form in the Customer's card will appear as the default in the Selected Form field. Note: This can be overridden on a per email basis with a different form.

     

    Please note for the above response I have assumed that you have ensured that the layout of the transaction matches that of the layout of the form and that of the customer's card layout.

Steven_M's avatar
Steven_M
Former Staff
4 years ago

Hi Mandy_L 

 

What window are you using to email those invoices out to customers?

 

Using the Sales>>Print/Email Invoices>>To be Emailed tab will use the customise form that is selected in the Advanced Filters>>Selected Form for Sale option. This selected form will override any customise form that you have selected in the Printed Form field for any customise form.

 

If you are emailing those invoices through the Enter Sales window, the form that is listed as the Printed Form in the Customer's card will appear as the default in the Selected Form field. Note: This can be overridden on a per email basis with a different form.

 

Please note for the above response I have assumed that you have ensured that the layout of the transaction matches that of the layout of the form and that of the customer's card layout.