Accountright software the default invoice is ok but when I use the app via a browser the default is incorrect.
I go to Sales Settings, templates and see the one I want to set as a default in the list. When I Edit the default (wrongone) it does not let me select the template I want.
In sales when I email I have to use the drop down arrow to send the correct invoice template.
How do I default the one I want?
Hi Cleggtribe,
Thank you for your post.
To establish a default template through the browser, navigate to sales settings >> templates. Locate the desired template by checking its name, then click on the three dots next to the template. Select "Edit Template" and tick the box beside "Set as Default Template." Save these changes and proceed to send invoices. This should enable the use of the default template.
For your reference, please review the attached screenshot below:
I hope this helps! Please let me know if you require further assistance. I'm happy to help.
If my response has answered your question, please click on "Accept as Solution" to help other users find this information
Cheers,
Princess
I do not have the 3 dots appearing aganist any of the templates!
Hi robcraw,
Thank you for your post.
Could you please share a screenshot of the sales template? When you're accessing an AccountRight company file via a web browser, it's not possible to designate your existing AccountRight desktop templates as the default ones. However, these templates remain available for selection when you're emailing or printing transactions. Please refer to this Hel article, Personalising Invoices, which has information to assist with this.
Please let me know if you need further help.
If my response has answered your inquiry, please click "Accept as Solution" to help other users find this information.
Cheers,
Princess
