Choosing Form for Quote

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Jennieosh
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Choosing Form for Quote

When initiating a quote in AccountRight, how do I assign the correct form?  I have created and personalised a Quote Form but can't find where to tell MYOB to use it.  Thanks in advance for your help. :-)

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Valued Partner JeffreyStephens
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Re: Choosing Form for Quote

Hi Jennieosh,

 

You can choose a customised form when Printing or Emailing the quote

 

Jeff

Jeff Stephenson BCom | MYOB Professional Developer | Solution Architect
Accounting Addons - 1300 ADDONS | (1300 233 667)
jeff@accountingaddons.com.au | accountingaddons.com.au

Excel Add-on Solutions, Consulting, Training, Customisation & Support
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Former Staff Tallie_M
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Re: Choosing Form for Quote

Hi @Jennieosh,

 

Great to see that @JeffreyStephens has been so quick to assist. As mentioned, customised forms only get applied when printing or e-mailing a quote. See our help page Print or email sales for further information on how to set this up in your company file.

Warm Regards,

Tallie

MYOB Client Support
Jennieosh
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Re: Choosing Form for Quote

Thanks Jeff!  I should have known that.

 

I love forums. :-)

 

Jennie

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