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Automatic selection for Invoice Template is incorrect - how do i change?
Amy
Member Posts: 7
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?
0
Comments
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.
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
[email protected]
www.accounted4bs.com
Shaz Hughes Dip(Fin) ACQ NSW, MICB
*** Reckon Accredited Partner (AP) Bookkeeper *** (specialising EXCLUSIVELY in Reckon Accounts / Reckon Accounts Hosted!)
* Regd BAS Agent (No: 92314 015) * ICB-Certified Bookkeeper * Seasonal Tax Consultant since 2003 *
Accounted 4 Bookkeeping Services Ballajura, WA
0422 886 003
[email protected]
https://www.accounted4bs.com/
(NB: Please mark your post as Accepted Answer/Answered if I have been able to resolve your query as this helps others when seeking solutions!)