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Default settings in Invoice - how to change

RonW
2 Posts
Cover User
Australia
RonW
Cover User

2Posts

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Default settings in Invoice - how to change

In AccountRight, I m inviocing individuals - always. The program defaults to Organisation for new sales - have to manually change it each time. A minor annoyance.

Also, I noticed that when I complete an invoice it is set to "Already printed or sent". It is not. Should be "To be printed"  Having to correct this each time is really annoying.

Any hints on where/how to fix this?

2 REPLIES
Ultimate Partner GDay53
1,644 Posts
Ultimate Partner
Australia
GDay53
Ultimate Partner

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Re: Default settings in Invoice - how to change

@RonW

 

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

 

When you setup the Customer card you also setup the setting for the Invoice.

Firstly on the Profile page you should have it set as Individual not Company.

Then on the Selling Details page something like this:

Invoice settings.PNG

 

 

 

Graeme Day
Registered BAS Agent #24745540
First Class Accounts Clayfield
Mobile: 0402 841 627
gday@firstclassaccounts.com
MYOB Certified Consultant
MYOB Diamond Partner
RonW
2 Posts
Cover User
Australia
RonW
Cover User

2Posts

0Kudos

0Solutions

Re: Default settings in Invoice - how to change

Thanks Smiley Happy

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