Automatic selection for Invoice Template is incorrect - how do i change?

Amy_9508505

Anyone able to tell me by my Invoice template automatically selects one that i don't use everyday? We have various templates including a template for EURO and for NZD and everytime I convert a packing slip into an invoice it automatically selects the EURO template. Any idea how to stop that happening? 

Jay Jay Li

Hi Amy, 
a good fix is to set all of your template to inactive except for the one you want as default. Do 1-2 invoice use this template, go back to your template list and enable those templates again. this should sort it out. 

Val Hudson

this is not so it just defaults back as soon as you make the template active

Acctd4

Hi Val

 

Try adding a number or letter sequence to the template names according to your order usage preference eg:

 

1-Tax Invoice

2-Sales Tax Invoice

 

or

 

A-Tax Invoice

B-Sales Tax Invoice

 

The system should then default to the 1st (eg 1 or A) in the list each time.

 

Shaz Hughes Dip(Fin) ACQ NSW, MICB

Reckon Accredited Professional Partner Bookkeeper / Registered BAS Agent (No: 92314 015)

Accounted 4 Bookkeeping Services

Ballajura, WA

0422 886 003

shazinoz2@bigpond.com

www.accounted4bs.com