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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 ' Service' for the sales layout and the printed form I have selected the customised form. 

But the actual form that gets emailed out is a generic form that comes with MYOB.  

I know that I used to send out invoices and all the information was attached. Im not sure when this changed as i dont send many sales invoices out.

Does anybody have any ideas?

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.

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  • 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.

  • Mandy_L's avatar
    Mandy_L
    Experienced Cover User
    4 years ago

    HELP. My sales invoics are now not sending with any details - only as a default form. I know they used to look correct and have all the banking details etc as per what was customised. 

    Not sure how long ago it stop working as i only send a few sales invoices per year. 

    I have selected 'service' layout in set up preferences. 

    I have gone into the card and changed to serivce for the lay out and chosen the customeised form. 

    BUT it's still sending the generic MYOB form. 

    I have tried customising a few different of the service invoices and changed them on their cards but nothing seems to be working. 

    Is my MYOB corrupted or is there something that i seem to be missing???????

     

    I have printed the form direct from where i have entered the invoice into and it is printing the correct form. Just not when i email it?!?!