G_I's avatar
G_I
Experienced Cover User
10 years ago
Status:
Open

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 "QuoteF...
default
default form
default invoice
default quote
form
invoice
quote
Sales
Flourish's avatar
Flourish
Contributing Cover User
10 years ago

Hi

For a business that uses several invoice templates and each depends on the type of work being done eg different items - it would be great to not have so many key stroke to change the invoice template.

For example at present this particular company has :

Capture1.JPG

And each time there is a new client the invoice/quote is chosen depending on what is required,

It is very time consuming to not be able to easliy access the range of templates quickly. 

We have to save the quote/invoice then go to Sales ->Print Email / Invoices ->Choose "To be Printed/To Be emailed-> click ok to Answer"OK" to question (You will lose any changes to the Emails not in the filtered list.Do you want to continue?)->Go into "Advanced Filters"->click ok to Answer"OK" to question (You will lose any changes to the Emails not in the filtered list.Do you want to continue?)->Drop down "Select Form for Sale"->USE->OK

Then when an Invoice or Quote is being saved to pdf on external drive or folder the default is aways the "INV" prefix even if it is a quote. Would be great if depending on the form used the automatic prefix is "INV or QUO" depending on the form.

 

Suggestion:

When entering new Sales have a drop down to chose all templates on the right of the screen and that remains the default for that quote or invoiceCapture2.JPG

It would certainly save alot of time.

 

Regards

Sharron

 

 
**Edited by Steven_M to give it a more updated title.

  • Steven_M's avatar
    Steven_M
    Former Staff
    10 years ago
    Status changed:
    New
    to
    Open

    Hi Flourish 

    Thank you for idea on the AccountRight Live program and invoice selection.

    I would encourage others that would like to see an option to select the form used on the Enter Sales screen to vote and comment if required.

  • lepews's avatar
    lepews
    Contributing Cover User
    9 years ago

    Today I needed to change the form I use for a Service Sales Invoice, something I am going to need to do very often in the future.

     

    It is so difficult to find / hidden that I had to ask a MYOB support agent to find it! I had to go to the Sales Command Centre, then click on Print/Email Invoices, then on Advanced Filters... and only I could select my default invoice!

     

    Please add this feature to the Sales - Edit window so it can be selected on the fly. It needs to work for print, preview, email, send to disk etc

     

    Thanks!

    • AdelKerb1's avatar
      AdelKerb1
      Experienced Cover User
      9 years ago

      Hi

      I found it easier to customize a new invoice to suit and save it under a different name in your Index to reports.