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, remittance advices or pay slips.
- Go to the Sales command centre and click Print/Email Invoices.
- Click Advanced Filters.
- Select the Item 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 and cheques, 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 chequesstatements, click Print ChequesStatements in the Banking Sales command centre). See also Sending forms in a batch.