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chaim's avatar
chaim
Experienced Cover User
3 years ago
Solved

wrong invoice selected and sent to clients

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...
  • WardahMirza's avatar
    WardahMirza
    2 years ago

    Thank you so much for your response. I figured out that spend money transactions have to go in as a journal that is it should be a two liner. I was importing it in one line like purchases transaction that's why it was not working.

    It is a lot of manual work to manipulate data to split it into two lines and separate GST and Exclusive amounts. Is there a way it can go in as a one line transaction as in purchases?

Komal_S's avatar
Komal_S
MYOB Staff
3 years ago
Copy LinkReport

Hi chaim 


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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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

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perfect - thanks

","body@stringLength":"23","rawBody":"

perfect - thanks

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Hi chaim 

\n


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. 

","body@stripHtml({\"removeProcessingText\":true,\"removeSpoilerMarkup\":true,\"removeTocMarkup\":true,\"truncateLength\":200})@stringLength":"225","postTime":"2022-06-17T09:21:23.279+10:00","lastPublishTime":"2022-06-17T09:21:23.279+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":[]},"solution":true,"metrics":{"__typename":"MessageMetrics","views":984},"placeholder":false,"originalMessageForPlaceholder":null,"videos":{"__typename":"VideoConnection","edges":[],"totalCount":0,"pageInfo":{"__typename":"PageInfo","hasNextPage":false,"endCursor":null,"hasPreviousPage":false,"startCursor":null}},"isEscalated":null,"entityType":"FORUM_REPLY","eventPath":"category:AccountRight/category:Support/community:myobboard:Sales_and_Purchases/message:761467/message:762936","readOnly":true,"editFrozen":false,"body@stringLength":"590","rawBody":"

Hi  

\n


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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