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

AmyAmy Member Posts: 7
edited May 2020 in Accounts Hosted
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? 

Comments

  • Jay Jay LiJay Jay Li Reckon Staff Posts: 35
    edited May 2020
    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 HudsonVal Hudson Member Posts: 11
    edited January 2020
    this is not so it just defaults back as soon as you make the template active
  • Acctd4Acctd4 Accredited Partner Posts: 1,101 ✭✭✭
    edited January 2020

    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 * 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/

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