Forum Discussion

JRAdmin's avatar
JRAdmin
Member
2 years ago

Email invoice received displays different to how it looks in AR

I am having trouble with invoices that look perfectly fine in customised forms however when emailed through AR it looks different.  I have copied myself in and can see what the clients see's in the p...
Earl_HD's avatar
Earl_HD
MYOB Moderator
2 years ago

Hi JRAdmin, 

 

Thanks for your detailed post, and I appreciate your understanding regarding the delayed response. When you print or email from within the Sales window, the custom form used is sourced from the customer card's Selling Details tab under the "Printed Form" field. However, in the Print/Email Invoices window, the default form is set within the Advanced filters.
 

If you're printing while recording the sale and later planning to email it using Print/Email Invoices, ensure that the same form has been selected in both places: within the customer card's settings and under Print/Email Invoices within the Advanced Filters section. This alignment ensures consistency in the chosen form for both printing and emailing purposes. 


 

Please do let us know if you need further help and one of us will be happy to assist you!
Regards,
Earl
 

JRAdmin's avatar
JRAdmin
Member
2 years ago

Hi Earl

 

Thanks for your reply but it is the same form template in both examples attached.

  • Earl_HD's avatar
    Earl_HD
    MYOB Moderator
    2 years ago

    Hi JRAdmin,

    My apologies for the late response. What I suggest is selecting the right format to maintain the invoice form. This way, everything stays organized and easily accessible.

    Please do let me know how you go on this.
    Regards,
    Earl

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