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
Yes the edited form is still the default in all settings.
Hi Albare , I remember seeing a similar issue a year or two ago at a client's, where changes to an invoice form that had been migrated from a v19 x file were not saved, and the only option was to save as a new form and use that in future. Does this apply here?
Hi Mike,
From memory I created the custom invoice, delivery, statement and order template forms by editing the programs own plain paper templates adding our logo, fields, text boxes, columns etc. This was done years ago.
I've even created specific Christmas time templates with decorations and never had a problem for several years.
It's odd, sometimes when I click print for an invoice and let it automatically use the defualt selected template in the customers card it can print the correct form and another time it prints the old form.
My original process was....I edited the old form, saved it without renaming "10-Invoice_Land" and now I can get a print of the old or updated template.
I went back, looked at the template and can see the editing details are correct, however I saved the form under a new name: "11-Invoice_Land".
The issue is for all our customer cards the default invoice is "10-Invoice_Land" and there are hundreds of customers.
I then went back, deleted the "10-Invoice_Land" template from the Customsie Forms tab, shut down the program, cleared the cache, reopened MYOB, opened the template "11-Invoice_Land" and made a tiny, tiny change, saved under the old name "10-Invoice_Land" but once again I get a mix of the two when printing.
We can batch print the overnight orders in the morning but those that are individually printed during the day have issues.
I've done another cache deletion after rebooting the PC and for now it seems OK.
Fingers crossed as we can't use the the Web version of MYOB for printing invoices as it prints the 10-Invoice_Land in portrait mode, however it emails the same 10-Invoice_Land correctly in Landscape.
And you cannot create a new template in the browser version in a landsacpe layout and have virtually no customisation options..it's actually totally useless should MYOB AR desktop nolonger be supported even though I have a perpetual licence.
