Forum Discussion

KarenMF's avatar
KarenMF
Member
3 years ago

Emailing a quote in format set up for quote

I have separate formats set up for quotes, which are slightly different to the sales invoice.  When I email a quote though, it emails in the format set up for sales.  How do I email a quote in the co...
CloverQ's avatar
CloverQ
Former Staff
3 years ago

Hi KarenMF 

 

In AccountRight you can certainly set up different custom forms for different purposes. Invoice forms are categorised by the transaction layout (service, items etc), not by invoices/quotes.

 

You can set/change a default form in Print/Email Invoices for bulk processing, set up a default form in customer card, or choose a desired form within the individual invoice/quote. Please find the detailed steps in this Help article: Set up default forms to use when emailing and printing.

 

Feel free to let us know if you have any further questions.

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