Online invoices emailed uses wrong form

shortred
Experienced Cover User
19 Posts
Experienced Cover User
Experienced Cover User

19Posts

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Online invoices emailed uses wrong form

My file is online and I use desktop. My customers are set to both print and email invoices. My default forms for printing and invoicing are different. Invoices are emailed direct from MYOB.

 

When I manually email and select the form, the correct default email form is preselected. However when I allow MYOB to auto-email on recording the sale, the wrong form is sometimes used.

 

1 REPLY 1
Tracey_H
MYOB Moderator
5,538 Posts
MYOB Moderator
MYOB Moderator

5,538Posts

769Kudos

879Solutions

Re: Online invoices emailed uses wrong form

Hi @shortred 

 

Thanks for your post. When emailing from within a sale, the template set in the Customer card will be used. I would recommend checking that the correct template has been assigned to the customer cards. This help article has further information that may be useful: Set the default forms to use when emailing or printing

 

Please let me know if you need further help.

 

If my response has answered your enquiry please click "Accept as Solution" to assist other users find this information.

Cheers,
Tracey
Previously @bungy15

MYOB Community Support

Online Help| Forum Search| my.MYOB| Download Page

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