Background

This support article explains how you can set a default form for printing (i.e.: a default check to be printed, a default statement to be used, a default form for printing a Purchase Order).

The steps below are based on a sales invoice - but this is very similar throughout the software.

Setting a Default Form

To set a sales invoice form as the default:

1. Go to the Sales module
2. Click on Print/Email invoices
3. Click on the Advanced Filters button
4. At the top of the Advanced Filters window set the type of sale layout you use (ie: service, item, professional)
5. At the bottom of the Advanced Filters window click the drop down menu in the Selected Form for Sale field
6. Select the form you wish to use as default and click Use
7. Click OK to close the Advanced Filters window
8. Click Cancel to close the Review Sales window

Although these are the steps for sales invoices - you can find the same options in Sales > Print/Email Statements, Purchases > Print/Email Purchase Orders, Banking > Print Checks and Payroll > Print Paychecks. In the Print window click Advanced Filters and then change the Selected Form to the form you wan to use as default.