Sales Invoices default templates in browser
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 lis...
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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
