Overview
The default invoice layout is the layout that is assigned to each customer when it is created, unless it is overridden.
Each customer is allocated an invoice layout at the time the account that is created. The invoice layout can be altered at any time under the Customer > Details section. Once a customer has a invoice layout set, a PDF invoice can be generated for them.
Admin > My Invoice Template > Invoice Layouts
If your organisation has more than one invoice layout, one of them needs to be flagged as the default layout.
To set an invoice layout as the default layout:
- The Invoice Layout Info List screen will be displayed.
- Check the radio button of the layout that is to be the default for all customers.
A confirmation message will appear advising the user that the default invoice template has been set. In this example below, the Emersion Standard Cost Centre Template is set as the default layout and unless it is changed, this is the invoice layout that will be assigned to all new customers.
