{"id":37932,"date":"2025-09-07T10:27:21","date_gmt":"2025-09-07T10:27:21","guid":{"rendered":"https:\/\/docs.daftra.com\/tutorial\/%d8%aa%d8%b9%d9%8a%d9%8a%d9%86-%d8%b9%d9%85%d9%8a%d9%84-%d8%a7%d9%81%d8%aa%d8%b1%d8%a7%d8%b6%d9%8a-%d9%81%d9%8a-%d8%a5%d8%af%d8%a7%d8%b1%d8%a9-%d8%a7%d9%84%d9%81%d9%88%d8%a7%d8%aa%d9%8a%d8%b1\/"},"modified":"2026-10-19T08:56:39","modified_gmt":"2026-10-19T08:56:39","slug":"set-a-default-client-in-invoice-management","status":"publish","type":"tutorial","link":"https:\/\/docs.daftra.com\/en\/tutorial\/set-a-default-client-in-invoice-management\/","title":{"rendered":"Set a Default Client in Invoice Management"},"content":{"rendered":"
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This guide explains how to set a default client<\/strong> that appears automatically in two places: the sales invoice creation screen<\/strong> and the Point of Sale screen<\/strong>. Each one has its own setting.<\/p>\n

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Contents<\/p>\n

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  1. The difference between the two methods<\/strong><\/a><\/li>\n
  2. Default client on sales invoices<\/strong><\/a><\/li>\n
  3. Step 1: Create a pre-filled invoice template with the client<\/strong><\/a><\/li>\n
  4. Step 2: Create a second template<\/strong><\/a><\/li>\n
  5. Step 3: Choose the default template<\/strong><\/a><\/li>\n
  6. When you create a new invoice<\/strong><\/a><\/li>\n
  7. Default client in Point of Sale<\/strong><\/a><\/li>\n
  8. FAQs<\/strong><\/a><\/li>\n<\/ol>\n<\/div>\n

    The difference between the two methods<\/h2>\n\n\n\n\n\n\n\n
    <\/th>\nSales invoice<\/th>\nPoint of Sale<\/th>\n<\/tr>\n
    Method<\/td>\nA pre-filled invoice template that contains the client, chosen as the default template.<\/td>\nThe Default Client<\/strong> setting in the POS settings.<\/td>\n<\/tr>\n
    What is filled in automatically<\/td>\nThe client and all the template data (items, discount, notes\u2026).<\/td>\nThe client only.<\/td>\n<\/tr>\n
    Can the client be changed?<\/td>\nYes.<\/td>\nYes, from Select Client<\/strong>.<\/td>\n<\/tr>\n
    Where<\/td>\nInvoice Settings<\/strong><\/a> \u203a Invoice Configuration<\/strong><\/td>\nPOS Settings<\/strong><\/a> \u203a Billing<\/strong><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

    Default client on sales invoices<\/h2>\n

    There is no direct default-client field for sales invoices. Instead, you create a pre-filled invoice template<\/strong> that contains the client, then make it the default template, so every new invoice opens with it.<\/p>\n

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    \ud83d\udec8<\/span><\/p>\n

    Important:<\/strong> The Predefined Invoice Templates<\/strong> field in Invoice Settings<\/strong><\/a> appears only after you add more than one template (at least two)<\/strong>. If you have only one template, add a second one so the field appears.<\/p>\n<\/div>\n

    Step 1: Create a pre-filled invoice template with the client<\/h3>\n
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    1. From the main menu, click Templates<\/strong>, then Invoice Templates<\/strong><\/a>.<\/li>\n
    2. Click New Template<\/strong><\/a>. The New Invoice Pre-filled Template<\/strong> page opens; it’s the same as the invoice screen.<\/li>\n
    3. Choose the Client<\/strong> you want to appear by default (for example: Cash Client).<\/li>\n
    4. Add any other data you want on every invoice (optional): items, discount, notes and terms, or the layout.<\/li>\n
    5. Enter the template name in the Template name<\/strong> field (required).<\/li>\n
    6. Click Save<\/strong>. The message The Pre-filled invoice has been saved<\/strong> appears.<\/li>\n<\/ol>\n

      Step 2: Create a second template<\/h3>\n

      The default template field appears in the settings only when you have two or more templates<\/strong>. If you have only one, create another with the same steps (for example a template for another client, or a template with no client).<\/p>\n

      \n

      \ud83d\udec8<\/span><\/p>\n

      Important:<\/strong> When branches are enabled, templates are counted for the current branch only<\/strong>, so the branch you’re working in must have at least two templates.<\/p>\n<\/div>\n

      Step 3: Choose the default template<\/h3>\n

      After you add more than one template, the field appears in the settings:<\/p>\n

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      1. From the main menu, click Settings<\/strong>, then Sales Settings<\/strong><\/a>.<\/li>\n
      2. In the Billing & Invoicing<\/strong> section, click the Invoice Settings<\/strong><\/a> card. (The field isn’t on the Sales Settings page itself; it’s inside this card.)<\/li>\n
      3. In the first section, Invoice Configuration<\/strong>, you’ll find the Predefined Invoice Templates<\/strong> field below the Invoicing Method<\/strong> field. Choose the template.<\/li>\n
      4. Click Save<\/strong>.<\/li>\n<\/ol>\n
        \n

        \ud83d\udec8<\/span><\/p>\n

        Note:<\/strong> If the field doesn’t appear, check Invoice Templates<\/strong><\/a> and make sure there are at least two templates in the current branch.<\/p>\n<\/div>\n

        \n

        \ud83d\udec8<\/span><\/p>\n

        Note:<\/strong> When branches are enabled, the setting is saved per branch, so each branch can have a different default template (and client).<\/p>\n<\/div>\n

        When you create a new invoice<\/h3>\n