Forum Discussion

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...
  • Komal_S's avatar
    Komal_S
    3 years ago

    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. 

Tina1959's avatar
Tina1959
Experienced Cover User
3 years ago

Hi Komal,

 

WE are having the same problem again - customer file is set to one form and when invoices are printed they are going to a differnt form. Excatly the problem we had before - this is really frustrating as my overseas customers are getting incorrect banking details. I don't want to have to keep making a new form with a differnt name - surely this is a MYOB issue that needs fixing.

Komal_S's avatar
Komal_S
MYOB Staff
3 years ago

Hi Tina1959 

 

Please check the default form for sending the invoices under Print Emai Invoices>>Advanced Filters, all the invoices will be sent using that default form. If you wish to send a different form, you will either have to change the default form or attach a different form manually. 

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