Forum Discussion

Tina1959's avatar
Tina1959
Experienced Cover User
7 months ago

Emailing invoices

The last upgrade has changed all the sales invoices that are emailed to a different incorrect one . The card file is set correctly but when the sale is sent by email it is changing to a different for...
Doreen_P's avatar
Doreen_P
MYOB Moderator

Hi, Tina1959

 

Thanks for your post.

 

Thank you for providing the screenshots.

 

As per checking the screenshots you sent, AUD has been set up as the currency. We recommend sending the invoice to your email address to see if this will trigger the change of currency.

 

Please let us now how it goes on your end.

 

Best regards,

Doreen

Tina1959's avatar
Tina1959
Experienced Cover User
6 months ago

So far none of you have given me the correct answer.

 

We deal in multiple currencies with multiple invoice formats.

 

Before the latest upgrade when we printed or sent an email it automatically defaulted to the invoice format that was set up in the card file.

 

Now it does not.

 

So - what can be done to fix it as all the suggestions so far are asking me to go in and change something beofre we send which we never had to do before.

 

 

 

  • Doreen_P's avatar
    Doreen_P
    MYOB Moderator
    6 months ago

    Hi, Tina1959

     

    Thanks for your response.

     

    Kindly confirm if the card file is using multicurrency. Also, please check the default currency used on the card file to make sure that it was set up correctly. To do this, go to Card File > Cards List > Supplier or Customer tab > Click the blue zoom arrow to open the card > On the Profile tab, select the Default currency. Once done, click OK. Lastly, if you can send a screenshot of the invoice that was received showing it has a different currency instead of AUD, we can further investigate this and provide you with the most relevant workaround. Make sure to remove sensitive information before posting in the Forum.

     

    We are looking forward to your response.

     

    Best regards,

    Doreen

    • Doreen_P's avatar
      Doreen_P
      MYOB Moderator
      6 months ago

      Hi, Tina1959

       

      We hope this message finds you well. We would like to follow up on your concern. Kindly let us know if you still need further assistance. Don't hesitate to reach out to us. We are delighted to assist you.

       

      Best regards,

      Doreen

      • Doreen_P's avatar
        Doreen_P
        MYOB Moderator
        6 months ago

        Hi, Tina1959

         

        We have been awaiting additional updates from your end regarding the assistance request. As we haven't received any recent updates, we will be closing the case now. Please be assured that should you need further support, we are here to assist you promptly. Feel free to start a new post, and we'll be ready to 
        address your concerns.

         

        Best regards,

        Doreen