Set a Default Client in Invoice Management

Step 1: Create the New Template

1. From the main menu, go to Templates.
2. Select Prefilled Templates.
3. Search with the desired client.
4. In the Invoice Layout field, choose the desired template.
5. In the Template Name field, enter the name of the new template.
6. In the Adjustment field, type the word Discount.
7. Click Save.

Step 2: Repeat the Template Addition Step

To ensure a default customer is set in Invoice Management, repeat the process of adding the template using the same steps above.

Note: If you do not create another new template, the option to set a default customer in Invoice Management will not appear.

Step 3: Set the Template as the Default Template

1. Go to General Invoice/Estimate Settings, from “Sales Settings” screen.
2. A new field will appear named Default Prefilled Template, select from it the default template you want to use when creating invoices.
3. When creating a new invoice, the default customer you set in Invoice Management settings will appear automatically.