Forum Discussion

Jay44s's avatar
Jay44s
Member
5 months ago
Solved

Lost Customised Forms Invoices & Purchase Order

Hi All,   I updated to the latest build 2025.7.1.5 the the other day and when I went back in, my customised invoices and purchase order forms are no longer showing in the drop down box to choose ...
Desktop
  • ChrisMc's avatar
    ChrisMc
    5 months ago

    Hi Jay
    Could you check in the sales command centre - email/print invoices button what the default sales type is.
    Sales types are linked to the form used 
    Thanks Chris

ChrisMc's avatar
ChrisMc
MYOB Staff
5 months ago

Hi Jay
Could you check in the sales command centre - email/print invoices button what the default sales type is.
Sales types are linked to the form used 
Thanks Chris

AngelaGreg's avatar
AngelaGreg
Experienced User
4 months ago

How was this solved, I have the same problem. I have exported my customised sales invoice and also imported. they still dont show up when i want to print / email? Very frustrating!

  • Doreen_P's avatar
    Doreen_P
    MYOB Moderator
    4 months ago

    Hey AngelaGreg,

     

    Not seeing your customised invoice forms when you're about to send it is frustrating. The forms that show up for printing or emailing are linked to the Sale Type you choose in Advanced Filters. To check this,

     

    • Go to Sales command centre
    • Select Print/Email Invoices
    • Click on Advanced Filters, pick the right Sale Type (Item, Service, Professional, or Time Billing)
    • Select your customised template in Selected Form for Sale

    That’s what controls what appears in the dropdown for both print and email. If this doesn't do the trick, you can reach out to our team on Live Chat via our virtual assistant, MOCA, or by submitting a support case via My Account. They can check what's going on behind the scenes.

     

    Cheers,

    Doreen

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