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

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  • Updated 7 months ago
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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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Amy

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Posted 2 years ago

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Jay Jay Li, Employee

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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. 
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Val Hudson

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

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