How to set the new customised invoice as the default invoice when opening the invoice screen

Bill Spedding

I have made up a customised invoice to suit my needs, but when the invoice screen is selected, the default is to the Reckon Service Invoice and not my customised SERVICE INVOICE, i then have to select the customised invoice from a drop down list

Gail Friday Office Solutions

The templates always show in alphabetical order so if you use more than one template ensure is named with a word nearest to A or use numbering. If the only template used then just make all the ones you don't use inactive as cannot delete the Reckon templates

Sally McIntosh, Accredited Consultant

Hi Bill,

Pressing Save & New is the key.

When you create an invoice, select the correct template, then click save & new. It will then remember that template for the future.

Kind regards,

Sally McIntosh (Sally@samsolutions.com.au)

Bill Spedding

Thank You. Problem sorted!

Bill Spedding

Thank You. Problem sorted!

Rebecca_7630369

For the new financial year 19-20 we have started a new company as we had mistakes in the old system so we have started from scratch. We have a new invoice template but it's not saving when we 'Save & New' or have it alphabetical. It's still picking up it's own. Any other ways to change the default on invoices??? We changed Purchase Orders without a problem. Thanks