Forum Discussion

chaim's avatar
chaim
Experienced Cover User
3 years ago

wrong invoice selected and sent to clients

My business does 2 very different things.  So i have 2 different invoices.  when i setup a new client i setup up which invoice they are meant to receive.  When then clients receive the online invoice...
  • Komal_S's avatar
    Komal_S
    3 years ago

    Hi chaim 


    Please check which invoice form is selected as default under Print/Email Invoices>>Advanced Filters>>Selected form for sale as if you print or email invoices, this form will be picked up by default. If you need to send different invoice forms, you will have to manually select the another invoice form while printing or emailing. 

Komal_S's avatar
Komal_S
MYOB Staff
3 years ago

Hi chaim 


When you say you have two different invoices, are they two different layouts, and if yes, how have you set them up in the system for different customers to receive different invoices? Once we have these additional details, we would be able to advise accordingly. 

  • chaim's avatar
    chaim
    Experienced Cover User
    3 years ago

    my business has 2 different parts.

    1 part is i rent coolrooms - 1 invoice.   

    the other part is i sell tombstones - the 2nd invoice. 

    Each parh of the business has its own watermark/logo and seperate banking information.

     

    when i setup up each new client i specify which invoice i want them to receive.

     

    buut for some reason, they are all receiving the coolroom invoice.

     

    is that clearer?

    • Komal_S's avatar
      Komal_S
      MYOB Staff
      3 years ago

      Hi chaim 


      Please check which invoice form is selected as default under Print/Email Invoices>>Advanced Filters>>Selected form for sale as if you print or email invoices, this form will be picked up by default. If you need to send different invoice forms, you will have to manually select the another invoice form while printing or emailing. 

      • chaim's avatar
        chaim
        Experienced Cover User
        3 years ago

        perfect - thanks

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