Forum Discussion

CarolynJS's avatar
CarolynJS
Experienced Cover User
5 years ago

Email template default for quotes & invoices

When setting a default template for emailing invoices and then setting a default template for emailing quotes they override each other, they wont fix as a separate default for each.  Is that a MYOB g...
  • Komal_S's avatar
    Komal_S
    5 years ago

    Hi CarolynJS 

     

    If you're setting default templates under Print/Email invoices >> Advanced filters, then the templates for both quotes and invoices will override each other and they will use the same customized form. 

     

    If you do wish to have a different layout for your quotes vs your invoices then you would be looking a customizing a form for your quotes and customizing a second form for the invoices. When you wish to produce a copy of your quotes you would need to change the Selected form for Sale to be your quote based form and then change it if you wish to produce a copy of an invoice. It will have to be a manual selection and cannot be set as default at this stage.

     

    Let us know if you have further questions on this. 

Komal_S's avatar
Komal_S
MYOB Staff

Hi CarolynJS 

 

If you're setting default templates under Print/Email invoices >> Advanced filters, then the templates for both quotes and invoices will override each other and they will use the same customized form. 

 

If you do wish to have a different layout for your quotes vs your invoices then you would be looking a customizing a form for your quotes and customizing a second form for the invoices. When you wish to produce a copy of your quotes you would need to change the Selected form for Sale to be your quote based form and then change it if you wish to produce a copy of an invoice. It will have to be a manual selection and cannot be set as default at this stage.

 

Let us know if you have further questions on this. 

CarolynJS's avatar
CarolynJS
Experienced Cover User
5 years ago

Thanks Komal, 

We have customised a form for each invoices and quotes with slightly different layouts.  I guess our users will just have to pay attention when they're emailing.  Thanks for your reply.

Looking for something else?

Search the Community Forum for answers or find your topic and get the conversation started!

Community home

Dig into MYOB Academy for free courses, learning paths and live events to help build your business with MYOB.