Forum Discussion

QHC's avatar
QHC
4 years ago

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 pri...
  • Steven_M's avatar
    Steven_M
    4 years ago

    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. 

Steven_M's avatar
Steven_M
Former Staff
4 years ago

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. 

  • QHC's avatar
    QHC
    4 years ago

    Sensational... got it... many thanks :)

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