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Customised invoice under wrong layout

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Partner Sue_TTA
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Sue_TTA
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Customised invoice under wrong layout

Help!

 

I have customised an invoice under "Service" invoices in "Customise Forms" but it needs to be under "time billing".

 

How do I move/copy/export/import it into the right invoice type??

 

 

2 REPLIES 2
Super Partner TallBooks
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TallBooks
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Re: Customised invoice under wrong layout

Hi @Sue_TTA,

 

Not sure if this is possible, however to save time creating the proper layout you can open a new invoice in the desired format with the customised one open next to it and copy paste.

 

If you delete the fields off the new one then highlight all the fields in the incorrect one you can copy paste across the data quite quickly.

 

Kind Regards

Samuel Burmeister
Tall Books - Certified MYOB Partner
Training, Set-up & Small Business Bookkeeping
info@tallbooks.com.au
www.tallbooks.com.au
Partner Sue_TTA
2 Posts
Partner
Australia
Sue_TTA
Partner

2Posts

2Kudos

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Re: Customised invoice under wrong layout

 

Thanks @TallBooks

 

While slightly tedious - this worked a treat - MUCH better that having to set up from scratch again.  I had tried copy and pasting the whole lot together, but did not work.  I just have to line everything up now.

 

Thanks for you help, your a "sanity saver"!!

 

Sue.

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