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You can set a default form template in two places:

  • in the Advanced Filters window, accessible when printing or emailing a batch of documents.
  • in the customer or supplier card—this form will be used when printing or emailing an individual sale or purchase (from the transaction window)

You can also choose a different form template when emailing or printing from within a transaction.

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Known issue AccountRight 2019.2

Some clients using AccountRight 2019.2 are finding the wrong form is being used when emailing or printing (regardless of which one you set as the default).

This issue has been fixed in AccountRight 2019.2.1. See Getting the latest version for update instructions.

Once you've designed and saved a form template, you can make it the default template to use when printing or emailing a batch of forms. You do this in the Advanced Filters window for the type of form that you're sending (such as remittance advice, purchase order or invoice).

You can also assign a template to a card or override a template when printing or emailing a sale or purchase.

If you're emailing a form, you can set a default subject and message. You can also override the subject line and message before you send.

The following example shows how to set a default template for sales, you can set the default form for other form types in the same way.

 

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titleExample: To set the default item sale template
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Want to change the default subject or message used when emailing? See Set up your default email messages.

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titleTo set the default form template in the Advanced Filters window

To set the default form template

Here's how to set the default form template to be used when printing or emailing in a batch. This example is for setting the default invoice form, but the same approach can be used for any forms which can be sent in bulk, such as purchase orders, statements, remittance advices or pay slips.

  1. Go to the Sales command centre and click Print/Email Invoices.
  2. Click Advanced Filters.
  3. Select the Item sale type. In this example, we've customised an item invoice layout.
    Advanced Filters - Sale TypeImage Added
  4. Select the template you want to use in the Selected Form for Sale field.
    Image RemovedAdvanced Filters - Select FormImage Added

To set the default template for other form types, like statements and cheques, use the example above as a guide, but go to the Advanced Filters window for the Print/Email... window relevant to your form (e.g. for chequesstatements, click Print ChequesStatements in the Banking Sales command centre). See also Sending forms in a batchCant

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Can't see your personalised form? Check that you've selected the correct

Sale Type

form type. For example, if you've personalised an item invoice,

then

make sure the Sale Type

must be

is set to Item.

Set the default email subject and message

The default Subject and Message for your emails are specified using the Email Defaults window (Setup > Preferences > Reports & Forms tab > Emails). This lets you customise your email text making it specific to your business.

You can override the default text in the Email or Review Forms Before Delivery windows when sending an email.

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Overriding the default template assigned to
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titleTo set the default form template in a card

To set the default form template in a card

You can set a default template for individual customers and suppliers (Not Basics).

Go to the customer or supplier card and select the template in the Printed Form field of the Selling Details or Buying Details tab.

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Overriding the default template when recording a sale or purchase

You can also select a different form for an invoice or purchase order, from the transaction window. If printing the form, click Print > Select Another Form in the transaction window. If emailing, click Send to > Email

This template will be used when printing or emailing from within an individual transaction. If you print or email in bulk, the template set in the card will be overidden by the default template you've set in the Advanced Filters window as described above.

  1. Go to the Card File command centre and click Cards List.
  2. Click the Customer or Supplier tab (as applicable).
  3. Click the zoom arrow to open a card.
  4. Click the Selling Details or Buying Details tab (as applicable).
  5. Select the form template to use in the Printed Form field.
    Card - Printed FormImage Added
  6. Click OK.
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Can't see your personalised form? Check that you've selected the correct layout type. For example, if you've personalised an item invoice, make sure the Sale Layout is set to Item.

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titleTo choose a different form template when printing or emailing a sale or purchase

To choose a different form template when printing or emailing a sale or purchase

When printing or emailing from within a sale or purchase, the default template set in the customer or supplier card will be used. But if you want to use a different form template, here's how.

With the sale or purchase open, click Send to > Email and then select the form to use in the Email Information window.

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Email - Selected FormImage Added

If you're printing a form, click Print > Select Another Form... and then select the form you want to use.

Print - Select Another FormImage Added

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Can't see your personalised form? Check that you've customised the correct form type. For example, if you're emailing or printing an item invoice (using the Item layout), only item invoice forms will be available for use.

Learn more about printing from AccountRight and sending emails.

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titleRelated topics
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Set up your default email messages

Sending emails using Microsoft Outlook

Printing from AccountRight

Save a personalised form

Personalising forms

Emailing in AccountRightSending emails

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