Setting Up Form Defaults
Let's assume you wish to define default starting values for new Sales Invoices:
- Navigate to the Sales Invoices tab.
- Click the Form Defaults button located at the bottom-right corner.
- Enter or select the desired default values (for instance, you can specify the default due date). Then, click the Update button to confirm your settings.
From now on, each time you create a New Sales Invoice, it will appear pre-populated with your defined default values.
Suggested Uses of Form Defaults
Some ways you can make effective use of Form Defaults include:
- Setting default content for any custom fields you've created.
- Enabling automatic generation of reference numbers on transaction forms.
- Defining default Footers for transactions. For example, you can create a footer providing payment instructions for sales invoice recipients.
Resetting Form Defaults
If you need to reset Form Defaults back to their original, empty state:
- When editing your Form Defaults, simply click the Reset button.
This will clear your custom defined settings, restoring the forms to their default, empty state.