Setting a Default Form
Table of Contents
Background
This support article explains how you can set a default form for printing (i.e.: a default check to be printed, a default statement to be used, a default form for printing a Purchase Order).
The steps below are based on a sales invoice - but this is very similar throughout the software.
Setting a Default Form
To set a sales invoice form as the default:
- Go to the Sales module
- Click on Print/Email invoices
- Click on the Advanced Filters button
- At the top of the Advanced Filters window set the type of sale layout you use (ie: service, item, professional)
- At the bottom of the Advanced Filters window click the drop down menu in the Selected Form for Sale field
- Select the form you wish to use as default and click Use
- Click OK to close the Advanced Filters window
- Click Cancel to close the Review Sales window
Although these are the steps for sales invoices - you can find the same options in Sales > Print/Email Statements, Purchases > Print/Email Purchase Orders, Banking > Print Checks and Payroll > Print Paychecks. In the Print window click Advanced Filters and then change the Selected Form to the form you wan to use as default.