Forum Discussion

Kylie123's avatar
Kylie123
Partner
2 years ago

Sales Invoice Default print form not emailing as default choice

Client has two invoice templates setup, and each customer has setup in card file the choice of which template we want them to receive, when I print invoices great the correct default form is choosen,...
default
email
form
invoice
Sales
SamaraM's avatar
SamaraM
Former Staff
2 years ago

Hi Kylie123 

 

Thank you for your post. We have identified a situation where instead of picking up the form chosen in the Selling Details of a Customer Card, The form selected under; To be emailed > Advanced filters is picked up.

 

The workaround to email the sale would be to either:

  • Opening it on the Sales Register, then selecting Send to > Email. 
  • Opening it on Print/Email Invoices then selecting Advanced Filters > filter by that customer > change the Selected Form for Sale to the correct form.

 

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