To set the default form template
Here's how to set the default form template to be used when printing or emailing in a batch. This example is for setting the default invoice form, but the same approach can be used for any forms which can be sent in bulk, such as purchase orders, statements or remittance advices.
- Go to the Sales command centre and click Print/Email Invoices.
- Click Advanced Filters.
- Select the sale type. In this example, we've customised an item invoice layout.
- Select the template you want to use in the Selected Form for Sale field.
To set the default template for other form types, like statements, use the example above as a guide, but go to the Advanced Filters window for the Print/Email... window relevant to your form (e.g. for statements, click Print Statements in the Sales command centre). See also Sending forms in a batch.
|UI Text Box|
Can't see your personalised form? Check that you've selected the correct form type. For example, if you've personalised an item invoice, make sure the Sale Type is set to Item.