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Scottik1962's avatar
Scottik1962
Experienced Cover User
4 years ago

Selecting Forms

Hi everyone,   For some reason now when I make up a new invoice, when I go to save it, a popup box asks me what form I want to print the invoice on, as we have a few invoices we have designed.   ...
  • Yanike_S's avatar
    Yanike_S
    4 years ago

    Hi Scottik1962 

     

    Thanks for your post.

     

    If you go to Setup>>Preferences>>Sales and tick: Automatically (Save To Disk) Sales When They are Recorded (Invoices, Orders and Quotes). 

     

    This setting will save the invoice using the default form in the customer card. 

     

    Let me know if this solves it for you!

Yanike_S's avatar
Yanike_S
MYOB Staff
4 years ago

Hi Scottik1962 

 

Thanks for your post.

 

If you go to Setup>>Preferences>>Sales and tick: Automatically (Save To Disk) Sales When They are Recorded (Invoices, Orders and Quotes). 

 

This setting will save the invoice using the default form in the customer card. 

 

Let me know if this solves it for you!

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