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The Document Style Defaults page is used to set up and maintain the default document styles for tax invoices and bills.

When the window opens, the fields display the locations of the default templates.

 

To set document style defaults (AE)
  1. Select MaintenanceDocuments > Document Style Defaults on the main menu or MaintenanceMaintenance MapDocuments > Document Style Defaults. The Document Style Defaults page opens.

  2. Click the ellipse button on the Tax Invoice Path field.

  3. Browse to the location of the replacement template.

  4. Select the Default Bill Type from the drop-down, that the template will apply to.

  5. Click the Allowed checkbox to highlight where the defaults will be applied. Bill types with the Allowed not selected will use the standard settings.

  6. Click OK to save the changes and close the Document Style Defaults page.

To set document style defaults (AO)
  1. Select MaintenanceMaintenance MapDocuments > Document Style Defaults. The Document Style Defaults page opens.

  2. Select the Default Bill Type from the drop-down, that the template will apply to.

  3. Click the Allowed checkbox to highlight where the defaults will be applied. Bill types with the Allowed not selected will use the standard settings.

  4. In the Billing font defaults section:

    1. Enter a Microsoft compatible font type for the Default billing font. The default font is Arial. The font must have been previously selected for the invoice styles. Use a font that is valid on your system.

    2. Enter the Default billing font size. The default font size is 10.

  5. In the M-Powered invoice settings section:

    1. Enter the Biller Name. The field is limited to a maximum of 100 alphanumeric characters.

    2. Enter the Biller Code. The field is limited to a maximum of 100 alphanumeric characters.

    3. Enter the Credit card limit. The Credit card payment phone number is displayed by default.

  6. Click OK to save the changes and close the Document Style Defaults page.