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Level 3

Default Invoice Templates

Hi, I've imported a new custom template and would like to set this as my default but I'm not sure how.

Solved
Best answer July 29, 2020

Best Answers
Highlighted
Level 3

Default Invoice Templates

Hi, 

 

In order to set your Custom Invoice Template as the Default:

  • Navigate to Settings
  • Select Custom Form Styles
  • Locate the desired template and choose the drop down arrow
  • Select Make Default

You will notice the Form type change to show (default)

Note: If you are wanting to select the template as a one off you can do this from the invoice by selecting More and the Template name.

View solution in original post

1 Comment
Highlighted
Level 3

Default Invoice Templates

Hi, 

 

In order to set your Custom Invoice Template as the Default:

  • Navigate to Settings
  • Select Custom Form Styles
  • Locate the desired template and choose the drop down arrow
  • Select Make Default

You will notice the Form type change to show (default)

Note: If you are wanting to select the template as a one off you can do this from the invoice by selecting More and the Template name.

View solution in original post