Invoice Templates set to Quoted jobs only

Sonya Herbert
Sonya Herbert Member Posts: 103 Reckon Star Reckon Star
edited October 2024 in Accounts Hosted
I have 2 Invoice Templates I use, one is customised to be used when Invoicing a Quotation, the other is used when I am invoicing a job that's a one off and not previously quoted.  However, Everytime I go to invoice from a Quote, it uses my Standard Invoice Format (not the Quoted Template for Invoicing), and vice versa, when I go into an Invoice for a job that hasn't been quoted, it chooses automatically the Quote Template for Invoicing.  How do I swap this around??

Comments

  • Sonya Herbert
    Sonya Herbert Member Posts: 103 Reckon Star Reckon Star
    edited December 2016
    I'm assuming this is not possible then?
  • Rav
    Rav Administrator, Reckon Staff Posts: 14,235 Reckon Community Manager Community Manager
    edited February 2017
    Hi Sonya,

    Apologies for the delay in responding to your post,

    Can you please trying the following -

    Bring up your Templates List (Lists > Templates) then select View > Re-sort List

    Can you please try again after this and let me know if there is any change?

    Thanks
    Rav
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