Automatic selection for Invoice Template is incorrect - how do i change?
Amy_9508505
Member Posts: 1 ✭
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?
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Comments
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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.0 -
this is not so it just defaults back as soon as you make the template active0
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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
Shaz Hughes Dip(Fin) ACQ NSW, MICB
*** Reckon Accredited Partner (AP) Bookkeeper - specialising EXCLUSIVELY in Reckon Accounts / Hosted ! ***
* Regd BAS Agent (No: 92314 015)* ICB-Certified Bookkeeper* Snr Seasonal Tax Consultant since 2003 *
Accounted 4 Bookkeeping Services
Ballajura, WA
(NB: Please give my post a Like or mark as Accepted Answer if I have been able to resolve your query as this helps others when seeking solutions!)
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