Default Sale Invoice Templates

[lewinkee]

I have customized my own sale invoice in an A5 landscape layout for my tuition center, but when I upgrade it to 17.6.52, I have to click “switch template” every time, so how can I set my own customized sale invoice template as default template? thx.

[Brucanna]

Read this topic for discussion about the same issue

[17.6.0] New workflow for custom templates

The latest version is somewhat simplifying the workflow related to templates (used on invoices, orders, quotes etc). Previously, Manager had a few in-built templates and on top of that ability to create custom ones. Although it was working, I never liked the workflow. It was clunky, confusing and more complicated than it needed to be. The latest version is solving this issue by removing all in-built templates which are now available at Guides | Manager. New templates will continue to be added …

[Tut]

As you will see from the topic @Brucanna linked to, this has been a moving target. I hope it is not a settled issue, because quite a few users have the same desire for a fixed template you have mentioned, @lewinkee.

[lewinkee]

Many thx to @lubos,

１. Before a perfect solution has been found, maybe we can change the Priority of the “switch template” starting from Custom Templates if the user has got his own customized templates.

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２. I don’t know how to say another method, we can see by picture:

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３. For the user who need more complicated setting, we can add a select function in Customer page:

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I hope the 3 suggestions above will be helpful to you. thx.