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Defaults can be applied to invoices, quotes, tasks, purchase orders, compliance forms, supplier quotes and credit notes.
This feature may be useful if you want to:
Set common subject text or body text in the emails you send, e.g. set emails with a purchase order to include 'Please find attached PO number [PO Number]'.
Set email recipients, e.g. ensure your invoice emails are cc:'ed to your accounts department email address.
Set default print layouts, e.g. set your sales invoices to use a simple layout and your project invoices to use a detailed layout.
Set Print and Email Defaults
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