Forum Discussion

Pookie23's avatar
Pookie23
Member
2 years ago

Layout of invoice for email is different when send to file

I am having issues with a difference in the layout of what is emailed compared to one that is sent to disk.   I have attached screenshots and comments on a PDF   Thanks in advance
Doreen_P's avatar
Doreen_P
MYOB Moderator
2 years ago

Hi Pookie23 

 

Thanks for your post and Welcome to MYOB Community Forum.

 

The 'Send to Email' option uses the default form set via Print/Email Invoices for this sales layout, or the default form from within the customer card. However, the 'Send to Disk' option doesn't have a default form, using this option it would ask you to select a form to generate the invoice file with. So please double check to make sure the correct custom form is selected when sending invoices to disk, you can try renaming the form or save the custom form as a new form with a new name to avoid confusion.

 

Please let me know if you need further assistance,

 

If my response has answered your enquiry please click "Accept as Solution" to assist other users find this information.

 

Best regards,
Doreen

  • slmann's avatar
    slmann
    Member
    2 years ago

    Hi MYOB
    Is there any way to change the default email layout of a sale to a customised form?

    In the customer card the printed form is set to the customised form but when I email from the command centre print/email invoices it does not use the customised form.

    Yet when I have the sale open and select send to email it uses the customised form.

    Any advice?

     

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