How can I set a different Default Invoice Template in the Invoice Creator?

Modified on Mon, 14 Jul at 3:37 PM

When creating an Invoice Template, you can choose to set it up as a default selection, so that all new invoices take the template, as the one that will open first on opening the print Designer. The default template will also be used as the template for the invoice when using the feature Mail & Mark As Sent.

To set a Default Template for all new invoices open an Invoice Report from the Invoice Editor, select the Template of your choice, then in the Print Designer click the menu icon next to "Templates" and select Set As Default.

Setting a Financial Report as the Default Template

If you are using a Financial Report as your main Invoicing template, since 7.3 you can now set this as a Default Template.

If you would like to do this, first you need to ensure that the Financial Report template you are using is set to be used For Invoicing, as per the settings on the Financial Report window.

Once this is set, the invoice template can be selected on the Print Designer from the Invoice Window. Once you are in the Print Designer for the Financial Report, you will also be able to click the menu by the templates, and select Set As Default.

Setting Default Template per Client

If you are using Client specific Invoice Templates, these will take precedence over any Template you have set as Default in the Invoice Creator.

See more about this here.