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Default Invoice in Customer card - Printed form

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MaxArch
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Default Invoice in Customer card - Printed form

Hello

 

I have recently started using MYOB online and taking the ipad to create invoices on-site.  However they will not print or email on my customised invoice (even though it is turned on through the print/email, advanced filter area).  Apparently, everyone of my individual Customers cards has to be changed in the 'printed form' field to my customised invoice for this to work on the ipad.  My question is how do I change that as a default setting rather than going in to each card individually?  I have a couple of thousand Customer cards and it would take me days, possible weeks to do them all individually. :-(

 

Thanks

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Ultimate Partner GDay53
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GDay53
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Re: Default Invoice in Customer card - Printed form

@MaxArch

 

Welcome to the MYOB Community Forum, I hope you find plenty of useful information.

 

The quickest way to change all your Customer cards is to Export them to Excel make the changes then Import back.

Have a read of the Support Note Importing and Exporting Tips.

 

If my response to your query and has helped, please mark my post as a solution to help others in the future.
Graeme Day
Registered BAS Agent #24745540
First Class Accounts Clayfield
Mobile: 0402 841 627
gday@firstclassaccounts.com
MYOB Certified Consultant
MYOB Diamond Partner
MaxArch
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Cover User
Australia
MaxArch
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Re: Default Invoice in Customer card - Printed form

Thank you Graeme, that seems to have fixed my issue... Phew! :-)

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