Sales: Ability to set a default form for invoices and another for quotes
I would like to set one default form for an Item Quote, and a separate default form for an Item Invoice. In other words: We have 2 Form Templates - one for quotes - lets call this one "QuoteFormat", and another for invoices - lets call this one "InvoiceFormat". These forms are slightly different At the moment we have the default set as "QuoteFormat" so that every Item sale by default prints/emails using the "QuoteFormat". Every time we have to send an invoice we need to change the form to "InvoiceFormat". This requires [unnecessary] extra clicks, it's easy to forget to do this, and certainly slows the process down - I use the latest AccountRight Live (2015.2) so it is often quite slow to display the list of available forms. An additional important benefit to this would be the ability to use the "Save to Disk" feature on Invoices - which CANNOT select a custom form other than the default (Crazy, right??) If anyone has any ideas, please post them :smileyhappy: "Separate default forms for (item) Quotes and Invoices"9.2KViews19likes13CommentsCustomized invoice form has suddenly disappeared
I have been using a customized invoice form for years with MYOB. I turned on my computer this morning and for no apparent reason I can no longer find my form. It's simply not available - I really really don't want to start over again! Help!Solved925Views0likes2CommentsSales Invoice Default print form not emailing as default choice
Client has two invoice templates setup, and each customer has setup in card file the choice of which template we want them to receive, when I print invoices great the correct default form is choosen, but when I log into online myob to send out the monthly invoices with multiple attachements, the default invoice form is not being picked up and some customers are getting the wrong invoice template sent to them. Where can the email template default be customized like we do for 'printing' in the card file.