wrong invoice selected and sent to clients

Question

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

komal_s · Accepted Answer

Hi&nbsp;chaim&nbsp;
Please check which invoice form is selected as default under Print/Email Invoices&gt;&gt;Advanced Filters&gt;&gt;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.&nbsp;

chaim · Answer

perfect - thanks

tina1959 · Answer

We changed the form name and deleted the old form and so far that seem to have worked.

komal_s · Answer

Hi&nbsp;chaim&nbsp;
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.&nbsp;

chaim · Answer

my business has 2 different parts.1 part is i rent coolrooms - 1 invoice.&nbsp; &nbsp;the other part is i sell tombstones - the 2nd invoice.&nbsp;Each parh of the business has its own watermark/logo and seperate banking information.&nbsp;when i setup up each new client i specify which invoice i want them to receive.&nbsp;buut for some reason, they are all receiving the coolroom invoice.&nbsp;is that clearer?

tina1959 · Answer

Hi Kormal,&nbsp;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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wrong invoice selected and sent to clients

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