Hi Albare , you will need to edit the customer card printed form to be the new card.
The system default form also needs to be changed, go to Print/Email invoices, select Advanced filters, change the sale type if reuqired, then re-select the form displayed in the "Selected form for Sale:" field.
Why would I need to make any changes if I originally only edited the existing Custom form which retained the same name and is the chosen default invoice as well as the chosen form in every client card?
I've never had a problem before where I edit an existing custom form and choose the save option when closing after editing.
Edit: Would clearing the cache help? We're using AccountRight as I prefer it the the browser version.
Hi Albare,
Thank you for your post and welcome to the Community Forum.
Regarding your concern, we recommend checking if you have selected this new customized form as your selected form for sale, this can be found by going to Print/email invoices >> Select Advanced Filters >> Select form for sale. As Mike_James mentioned, you need to change the system default forms. For more information, you can check out this Help Article: Set the default forms to use when emailing or printing.
Feel free to post again if you have other questions or concerns, or if you still need assistance with this concern. We are happy to assist.
If my response has answered your enquiry, please click "Accept as Solution" to assist other users find this information.
Kind Regards,
Cel
Hi Cel,
As I explained before, I edited an existing Custom form and typed in a new PO Box number and saved the form. So I didn't create a new custom form add or remove any fields, change any columns etc...., only modifed the form by changing 3 digits to 4 of our PO box, ie. 348 to 1242
Every time I have edited a custom form and saved the changes it has worked .
I'm trying to avoid going into every customer card and alterning the default invoice template and we don't batch print multiple invoice in one go.
HI Albare,
Thank you for the update and we understand that this is frustrating on your end. Can you please confirm, have you tried to check the updated custom form as your selected custom form by going to Print/Email invoices >> Select Advanced filters >>Select form for sale?
Feel free to post again if you need further assistance.
If my response has answered your enquiry, please click "Accept as Solution" to assist other users find this information.
Regards,
Cel
