I select my invoice template but next invoice keeps going back to Reckon servive invoice . I am trailing Hosted ??

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  • Updated 4 years ago
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Michael Grant

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Posted 5 years ago

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Kevin Russell, Accredited Partner

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Mike mate, when I create an invoice the template stays the same for the next invoice. I've been using hosted for years. I'm using it right now. 
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Michael Grant

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I hear you my old desk top version 2014 was like that but this trial version keeps going back to reckon . Maybe when i sign up for full version it will work thanks
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Kevin Russell, Accredited Partner

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Mike mate, have you tried creating a custom invoice?

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Michael Grant

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Using my copy that was on file that i restored only started using hosted last week. Maybe i need to create it from scatch so it saves it
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Michael Grant

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used my key board instead of mouse and it keeps the last used template . Guess I'll just keeping tabing around thanks for your help Mike
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Kevin Russell, Accredited Partner

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Mike mate hth
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Linda Putland, Accredited Partner

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Hi Michael, is there a chance that the most recent invoice is dated after the ones you are creating? I have a feeling this would make it use the template of that more recent invoice. If you go to edit then preferences then check whether it is set to use today's date or the last entered date as the default. Sorry not in front of my computer to check what section this is. Think it's general? Try changing this option. Then go to invoices and before creating one, click previous. ...look at the template this invoice is using and what date it is. This might explain why you are not getting the template you expect. Cheers Linda.
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Sally McIntosh, Accredited Consultant, Accredited Partner

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Hi Michael,

It also helps if you make the other templates inactive.

Kind regards,

Sally McIntosh (Sally@samsolutions.com.au)

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Linda

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Thanks guys - seems a weird kind of fix but it works for me!
Linda