I hope I am missing something obvious again. This time a question on default settings for printing invoices from the Invoice module.

I don't think I have clear understanding of the default invoice settings:

1. What "rules the roost" so to speak on the default invoice settings - Receivables or Invoices since I can set them in either place.
2. If the customer record is blank for a default invoice setting does it look back and read the default invoice setting in Receivables or Invoices? And if in fact it is supposed to do this then why doesn't the correct specification appear when I go to print the invoice?
3. If the customer record does have a default invoice specification picked out I assume this over rides the setting in either company profile? Again as in the previous point this is not happening

Here is the confusion. Regardless of what settings I have in either the customer record or either profile when I go to print an invoice I still brings up the incorrect setting and ignores what I have already set up (see pic attached).

Then to take this a step further after I have reset to the correct specification it holds these settings for the next invoice for a customer who might be setup completely different.

So if a user changes these settings then the next user that comes along has to change back and so on.

So hope this makes sense and I look like a fool here since I am confused.

Thanks in advance.

Hi Scott,

When logged into Adagio Invoices, in File / User Preferences, do you have Remember Report Settings enabled? If yes, then options on the Print invoice form dialog as from your picture are remembered for the next print - except for the Spec file itself, which is always remembered. Different Adagio users can have different remembered values. This includes the 'Specification option' field for using the spec on screen, saved on the invoice entry, or defaulted from the customer.

Behaviour is different when Remember Report Settings are not set for the user in User Preferences. I believe there is a 'last used spec' saved for the company, rather than by user (which would explain why after one user prints an invoice, this changes the default for another user). If you want to save settings by Adagio user, I recommend enabling Remember Report Options.

Specs on customers are only used if the Specification Option on the print form screen is the customer spec, and will override the displayed spec file. If blank, then the most recently used spec by that user (which will be loaded on the print form screen) is used.

Thanks Support. In checking the "Remember report settings?" switch under User Preferences all seems to be good now.

I saw that setting last night and ignored it since I assumed it only applied to the general reports under the reports menu and not the specs themselves. Lesson learned.

Thanks again.