Make a custom form style the default

The Standard style is the default for all forms, unless you set up a default for a particular type of form.

To make a custom form style the default:

1. Create a custom form style for an invoice, estimate, or sales receipt.
2. On the Custom Form Styles page (Gear icon > Custom Form Styles), click the arrow under the ACTION column for the style you want to use as the default.
3. Select Make default.

Now, when you create a new transaction of that type, it will automatically use your custom form style.

What if I have a Classic form style?

You can select it instead of Standard as the default for all forms. Just select Make default on its row.

See also

Assign a style to a sales form

Customise invoices and other sales forms

Manage custom form styles