Incorrect bank account details on MYOB invoice
We use 2 bank accounts and have 2 invoice templates - 1 for each bank account. We attach these invoice templates to each customer using the "Printed Form:" drop-down in the customer card. If we print an invoice or save a PDF version it is correct BUT when we send invoices directly from MYOB it always sends with just 1 of the templates and therefore does not send using the correct template - showing the correct bank account - for some of our customers. How can we ensure that the invoice template the customer receives matches the template specified in their customer card?
Hi QHC
Using the Desktop application of AccountRight, the email system will two different forms depending on what window you are using to send that email.
If you are using the Edit Sales window to send that email (Send to... Email) , the Printed Form set in the customer's card would be used by default, it can be changed if required. If you are using the Print/Email Invoices window, the Selected Form for Sale listed in the Advanced Filters window will be used to send those emails.
