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Scottik1962's avatar
Scottik1962
Experienced Cover User
3 years ago
Solved

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.

 

Yet, in the particular card files I have nominated what form to use, yet we still get the pop up box asking, which gets a little annoying when you have about 30 invoices to prepare.

 

Any advice most welcome,

 

Scott

 

  • Yanike_S's avatar
    Yanike_S
    3 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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  • Yanike_S's avatar
    Yanike_S
    MYOB Moderator
    3 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!