Sales invoice field default settings

1

Does anyone know of a way to set default settings for fields on sales invoices? e.g. select tax inclusive, select automatic reference number, select a custom footer

When I issue invoices I often use the same settings… and I can often forget to apply my custom footer which includes payment details !

Even if Manager could re-use previous checkbox (including dropdown, e.g. footers) settings, it would be very helpful.

2

Hello @Domenico,

Go to Sales Invoices tab and find Form Defaults on the bottom right of the tab.

From there you can set the defaults for Sales Invoices.

It also works for other tabs too.

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3

Thank you so much @Ealfardan ! Exactly what I need, I never noticed this button

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