Forum Discussion
Hi JRAdmin,
Thanks for your detailed post, and I appreciate your understanding regarding the delayed response. When you print or email from within the Sales window, the custom form used is sourced from the customer card's Selling Details tab under the "Printed Form" field. However, in the Print/Email Invoices window, the default form is set within the Advanced filters.
If you're printing while recording the sale and later planning to email it using Print/Email Invoices, ensure that the same form has been selected in both places: within the customer card's settings and under Print/Email Invoices within the Advanced Filters section. This alignment ensures consistency in the chosen form for both printing and emailing purposes.
Please do let us know if you need further help and one of us will be happy to assist you!
Regards,
Earl
Hi Earl
Thanks for your reply but it is the same form template in both examples attached.