How to set the new customised invoice as the default invoice when opening the invoice screen

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  • Problem
  • Updated 3 months ago
  • Solved
I have made up a customised invoice to suit my needs, but when the invoice screen is selected, the default is to the Reckon Service Invoice and not my customised SERVICE INVOICE, i then have to select the customised invoice from a drop down list
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Bill Spedding

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Posted 5 years ago

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Gail Lewis, Accredited Partner

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The templates always show in alphabetical order so if you use more than one template ensure is named with a word nearest to A or use numbering. If the only template used then just make all the ones you don't use inactive as cannot delete the Reckon templates
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Bill Spedding

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Thank You. Problem sorted!
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Sally McIntosh, Accredited Consultant, Accredited Partner

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Hi Bill,

Pressing Save & New is the key.

When you create an invoice, select the correct template, then click save & new. It will then remember that template for the future.

Kind regards,

Sally McIntosh (Sally@samsolutions.com.au)

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Bill Spedding

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Thank You. Problem sorted!
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Rebecca Carey

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This didn't work for me.

A "set as default" button in the manage templates screen would be a less complicated solution.
(Edited)
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Rebecca

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For the new financial year 19-20 we have started a new company as we had mistakes in the old system so we have started from scratch. We have a new invoice template but it's not saving when we 'Save & New' or have it alphabetical. It's still picking up it's own. Any other ways to change the default on invoices??? We changed Purchase Orders without a problem. Thanks