My business does 2 very different things. So i have 2 different invoices. when i setup a new client i setup up which invoice they are meant to receive. When then clients receive the online invoice...
AccountRIght does offer the ability to customise your own templates/forms. These are done via the Setup>>Customise Forms option. Our Help Article: Personalising forms has more information on that topic.
It should also be noted that AccountRight desktop forms can be used in the browser interface for printing and email - however, they do need to be customised or previewed in the desktop application.
In terms of migration, we do migrate transactions that affect the transaction journal, contacts, items, chart of accounts, open invoices and bills from AccountEdge to AccountRight.For the most part, we do try to convert that information (where appropriate) for the full file, however, in some cases, due to the size we may purge out information thus only migrating the current and last financial year. It should also be noted that customise forms, progress billing and additional inventory information (variations...) will not be migrated.
When you say you have two different invoices, are they two different layouts, and if yes, how have you set them up in the system for different customers to receive different invoices? Once we have these additional details, we would be able to advise accordingly.
Please check which invoice form is selected as default under Print/Email Invoices>>Advanced Filters>>Selected form for sale as if you print or email invoices, this form will be picked up by default. If you need to send different invoice forms, you will have to manually select the another invoice form while printing or emailing.
I have the same problem when printing invoices - and as we have several different invoices as we sell in multi currencies and each has different bank details we ALWAYS select the appropriate form to use and it is also set up in customer details which form to use. Howver despite this for some reason they are all defaulting to a US dollar invoice only. How can this be fixed. We use the server edition of account right and it is now updated automaticaly so we are not using an old version.
The default form will be picked up from the Print/Email Invoices>>Advanced filters window, and not from what's saved in the customer card. If you wish to use different forms for different customers, they will need to be manually selected before printing/emailing an invoice.
If you're doing that and it's still defaulting to the same invoice form, please save the invoice form under a different name and check if it's still doing the same thing.
Looking for something else?
Search the Community Forum for answers or find your topic and get the conversation started!
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clients","id":"message:761467","revisionNum":1,"repliesCount":9,"author":{"__ref":"User:user:151008"},"depth":0,"hasGivenKudo":false,"board":{"__ref":"Forum:board:Sales_and_Purchases"},"conversation":{"__ref":"Conversation:conversation:761467"},"readOnly":true,"editFrozen":false,"moderationData":{"__ref":"ModerationData:moderation_data:761467"},"body@stripHtml({\"truncateLength\":200})":" My business does 2 very different things. So i have 2 different invoices. when i setup a new client i setup up which invoice they are meant to receive. When then clients receive the online invoice...","body@stringLength":"427","rawBody":"
My business does 2 very different things. So i have 2 different invoices. when i setup a new client i setup up which invoice they are meant to receive. When then clients receive the online invoice all clients are receiving the same invoice, no matter which invoices are selected for them to initially receive when i set them up.
How do i correct this?
Thanks
","kudosSumWeight":0,"postTime":"2022-06-07T14:09:17.003+10:00","images":{"__typename":"AssociatedImageConnection","edges":[],"totalCount":0,"pageInfo":{"__typename":"PageInfo","hasNextPage":false,"endCursor":null,"hasPreviousPage":false,"startCursor":null}},"attachments":{"__typename":"AttachmentConnection","pageInfo":{"__typename":"PageInfo","hasNextPage":false,"endCursor":null,"hasPreviousPage":false,"startCursor":null},"edges":[]},"tags":{"__typename":"TagConnection","pageInfo":{"__typename":"PageInfo","hasNextPage":false,"endCursor":null,"hasPreviousPage":false,"startCursor":null},"edges":[]},"timeToRead":1,"currentRevision":{"__ref":"Revision:revision:761467_1"},"latestVersion":null,"metrics":{"__typename":"MessageMetrics","views":1038},"visibilityScope":"PUBLIC","canonicalUrl":null,"seoTitle":null,"seoDescription":null,"isEscalated":null,"placeholder":false,"originalMessageForPlaceholder":null,"messagePolicies":{"__typename":"MessagePolicies","canModerateSpamMessage":{"__typename":"PolicyResult","failureReason":{"__typename":"FailureReason","message":"error.lithium.policies.feature.moderation_spam.action.moderate_entity.allowed.accessDenied","key":"error.lithium.policies.feature.moderation_spam.action.moderate_entity.allowed.accessDenied","args":[]}}},"archivalData":null,"customFields":[]},"Conversation:conversation:761467":{"__typename":"Conversation","id":"conversation:761467","solved":true,"topic":{"__ref":"ForumTopicMessage:message:761467"},"lastPostingActivityTime":"2022-12-16T10:20:51.483+11:00","lastPostTime":"2022-12-16T10:20:51.483+11:00","unreadReplyCount":9,"isSubscribed":false},"ModerationData:moderation_data:761467":{"__typename":"ModerationData","id":"moderation_data:761467","status":"UNMODERATED","rejectReason":null,"isReportedAbuse":false,"rejectUser":null,"rejectTime":null,"rejectActorType":null},"Revision:revision:761467_1":{"__typename":"Revision","id":"revision:761467_1","lastEditTime":"2022-06-07T14:09:17.003+10:00"},"ForumReplyMessage:message:762079":{"__typename":"ForumReplyMessage","id":"message:762079","conversation":{"__ref":"Conversation:conversation:761467"},"uid":762079,"revisionNum":1,"author":{"__ref":"User:user:151008"},"readOnly":true,"depth":2,"hasGivenKudo":false,"subscribed":false,"board":{"__ref":"Forum:board:Sales_and_Purchases"},"subject":"Re: wrong invoice selected and sent to clients","editFrozen":false,"moderationData":{"__ref":"ModerationData:moderation_data:762079"},"parent":{"__ref":"ForumReplyMessage:message:761816"},"body":"
my business has 2 different parts.
1 part is i rent coolrooms - 1 invoice.
the other part is i sell tombstones - the 2nd invoice.
Each parh of the business has its own watermark/logo and seperate banking information.
when i setup up each new client i specify which invoice i want them to receive.
buut for some reason, they are all receiving the coolroom invoice.
is that clearer?
","body@stringLength":"481","rawBody":"
my business has 2 different parts.
1 part is i rent coolrooms - 1 invoice.
the other part is i sell tombstones - the 2nd invoice.
Each parh of the business has its own watermark/logo and seperate banking information.
when i setup up each new client i specify which invoice i want them to receive.
buut for some reason, they are all receiving the coolroom invoice.
is that clearer?
","kudosSumWeight":0,"repliesCount":7,"postTime":"2022-06-11T23:02:26.954+10:00","images":{"__typename":"AssociatedImageConnection","edges":[],"totalCount":0,"pageInfo":{"__typename":"PageInfo","hasNextPage":false,"endCursor":null,"hasPreviousPage":false,"startCursor":null}},"attachments":{"__typename":"AttachmentConnection","pageInfo":{"__typename":"PageInfo","hasNextPage":false,"endCursor":null,"hasPreviousPage":false,"startCursor":null},"edges":[]},"timeToRead":1,"currentRevision":{"__ref":"Revision:revision:762079_1"},"latestVersion":null,"metrics":{"__typename":"MessageMetrics","views":992},"visibilityScope":"PUBLIC","isEscalated":null,"placeholder":false,"originalMessageForPlaceholder":null,"messagePolicies":{"__typename":"MessagePolicies","canModerateSpamMessage":{"__typename":"PolicyResult","failureReason":{"__typename":"FailureReason","message":"error.lithium.policies.feature.moderation_spam.action.moderate_entity.allowed.accessDenied","key":"error.lithium.policies.feature.moderation_spam.action.moderate_entity.allowed.accessDenied","args":[]}}},"customFields":[],"replies":{"__typename":"MessageConnection","edges":[{"__typename":"MessageEdge","cursor":"MjUuMnwyLjF8b3wxMHwxNDowLDM5OjF8MQ","node":{"__ref":"AcceptedSolutionMessage:message:762936"}}],"pageInfo":{"__typename":"PageInfo","hasNextPage":false,"endCursor":null,"hasPreviousPage":false,"startCursor":null}}},"CachedAsset:theme:customTheme1-1742486774851":{"__typename":"CachedAsset","id":"theme:customTheme1-1742486774851","value":{"id":"customTheme1","animation":{"fast":"150ms","normal":"250ms","slow":"500ms","slowest":"750ms","function":"cubic-bezier(0.07, 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background-size: contain;\n background-position: center;\n}\n.myob-social-links .twitter a:before {\n background: url(\"data:image/svg+xml;charset=utf8,%3Csvg xmlns='http://www.w3.org/2000/svg' viewBox='0 0 24 24'%3E%3Ctitle%3EAsset 6%3C/title%3E%3Cg id='Layer_2' data-name='Layer 2'%3E%3Cg id='Layer_1-2' data-name='Layer 1'%3E%3Cpath d='M12,0A12,12,0,1,0,24,12,12,12,0,0,0,12,0Zm5.33,10c0,.12,0,.23,0,.35A7.75,7.75,0,0,1,5.4,16.92a5.48,5.48,0,0,0,4-1.13A2.73,2.73,0,0,1,6.89,13.9a2.73,2.73,0,0,0,1.23,0,2.73,2.73,0,0,1-2.19-2.67v0a2.73,2.73,0,0,0,1.23.34,2.73,2.73,0,0,1-.84-3.64,7.74,7.74,0,0,0,5.62,2.85,2.76,2.76,0,0,1-.07-.62,2.73,2.73,0,0,1,4.72-1.86,5.49,5.49,0,0,0,1.73-.66c-.2.64-.23.87-.79,1.21a1.46,1.46,0,0,0,1.34,0A5.8,5.8,0,0,1,17.33,10Z' style='fill:%23687480'/%3E%3C/g%3E%3C/g%3E%3C/svg%3E\")\n no-repeat;\n}\n\n.myob-social-links .googleplus a:before {\n background: url(\"data:image/svg+xml;charset=utf8,%3Csvg xmlns='http://www.w3.org/2000/svg' viewBox='0 0 24 24'%3E%3Ctitle%3EAsset 4%3C/title%3E%3Cg id='Layer_2' data-name='Layer 2'%3E%3Cg id='Layer_1-2' data-name='Layer 1'%3E%3Cpath d='M12,0A12,12,0,1,0,24,12,12,12,0,0,0,12,0ZM9,17.5a5.5,5.5,0,1,1,4.1-9.17L11.61,9.67a3.5,3.5,0,1,0,.56,3.84H9v-2h4.47a1,1,0,0,1,1,1.11A5.49,5.49,0,0,1,9,17.5Zm10.5-4v2h-2v-2h-2v-2h2v-2h2v2h2v2Z' style='fill:%23687480'/%3E%3C/g%3E%3C/g%3E%3C/svg%3E\")\n no-repeat;\n}\n\n.myob-social-links .facebook a:before {\n background: url(\"data:image/svg+xml;charset=utf8,%3Csvg xmlns='http://www.w3.org/2000/svg' viewBox='0 0 24 24'%3E%3Ctitle%3EAsset 1%3C/title%3E%3Cg id='Layer_2' data-name='Layer 2'%3E%3Cg id='Layer_1-2' data-name='Layer 1'%3E%3Cpath d='M12,0A12,12,0,1,0,24,12,12,12,0,0,0,12,0Zm3.51,12H13.2v7.2h-3V12H8.4V9.58h1.8V8.29A2.61,2.61,0,0,1,13,5.4h2.6V7.77H13.81a.58.58,0,0,0-.61.66V9.58h2.56Z' style='fill:%23687480'/%3E%3C/g%3E%3C/g%3E%3C/svg%3E\")\n no-repeat;\n}\n\n.myob-social-links .linkedin a:before {\n background: url(\"data:image/svg+xml;charset=utf8,%3Csvg xmlns='http://www.w3.org/2000/svg' viewBox='0 0 24 24'%3E%3Ctitle%3EAsset 5%3C/title%3E%3Cg id='Layer_2' data-name='Layer 2'%3E%3Cg id='Layer_1-2' data-name='Layer 1'%3E%3Cpath d='M12,24A12,12,0,1,0,0,12,12,12,0,0,0,12,24Zm1.82-10.71a1.2,1.2,0,0,0-1.2,1.2v4.2h-3s0-7.2,0-7.8h3v.89A3.72,3.72,0,0,1,15,10.91c1.78,0,3,1.29,3,3.78v4H15v-4.2A1.2,1.2,0,0,0,13.82,13.29ZM6.91,9.69h0A1.47,1.47,0,0,1,5.4,8.2,1.44,1.44,0,0,1,6.93,6.75a1.47,1.47,0,1,1,0,2.94Zm1.51,9h-3v-7.8h3Z' style='fill:%23687480'/%3E%3C/g%3E%3C/g%3E%3C/svg%3E\")\n no-repeat;\n}\n\n.myob-social-links .instagram a:before {\n background: url(\"data:image/svg+xml;base64,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\")\n 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Please check which invoice form is selected as default under Print/Email Invoices>>Advanced Filters>>Selected form for sale as if you print or email invoices, this form will be picked up by default. If you need to send different invoice forms, you will have to manually select the another invoice form while printing or emailing.
Please check which invoice form is selected as default under Print/Email Invoices>>Advanced Filters>>Selected form for sale as if you print or email invoices, this form will be picked up by default. If you need to send different invoice forms, you will have to manually select the another invoice form while printing or emailing.
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When you say you have two different invoices, are they two different layouts, and if yes, how have you set them up in the system for different customers to receive different invoices? Once we have these additional details, we would be able to advise accordingly.
","body@stringLength":"494","rawBody":"
Hi
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When you say you have two different invoices, are they two different layouts, and if yes, how have you set them up in the system for different customers to receive different invoices? Once we have these additional details, we would be able to advise accordingly.
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Hi Kormal,
I have the same problem when printing invoices - and as we have several different invoices as we sell in multi currencies and each has different bank details we ALWAYS select the appropriate form to use and it is also set up in customer details which form to use. Howver despite this for some reason they are all defaulting to a US dollar invoice only. How can this be fixed. We use the server edition of account right and it is now updated automaticaly so we are not using an old version.
I have the same problem when printing invoices - and as we have several different invoices as we sell in multi currencies and each has different bank details we ALWAYS select the appropriate form to use and it is also set up in customer details which form to use. Howver despite this for some reason they are all defaulting to a US dollar invoice only. How can this be fixed. We use the server edition of account right and it is now updated automaticaly so we are not using an old version.
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The default form will be picked up from the Print/Email Invoices>>Advanced filters window, and not from what's saved in the customer card. If you wish to use different forms for different customers, they will need to be manually selected before printing/emailing an invoice.
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If you're doing that and it's still defaulting to the same invoice form, please save the invoice form under a different name and check if it's still doing the same thing.
The default form will be picked up from the Print/Email Invoices>>Advanced filters window, and not from what's saved in the customer card. If you wish to use different forms for different customers, they will need to be manually selected before printing/emailing an invoice.
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If you're doing that and it's still defaulting to the same invoice form, please save the invoice form under a different name and check if it's still doing the same thing.
