Change the default invoice format or statement format

Considerations

Changes to the default invoice format don't affect invoices already saved.
Because statements are newly generated each time and they are printed and can't be saved, changing the default statement format will change the statement format on any statements created, even for statements covering prior A/R activity.
The invoice format and statement format can be overridden when you create an invoice or statement.  You can select a format other than the default format for select invoices or statements.
To select a different format on an individual invoice, use the
Summary
tab in
Detail Billing
.
To select a different format on an individual statement, use the
Format override
field on the
Statements
tab (select
File
then
Print Invoices & Statements
).

Instructions

One client:

Select
Setup
then
Clients
.
Select the client whose default format you want to change.
Select
Edit
.
Use the
Default invoice format
and/or
Default statement format
dropdowns to select a format.
Select
Enter
to save the change.

Multiple clients or all clients:

Select
Setup
, then
Clients
.
Select
Edit multiple Clients
.
Select
Change Client information
.
Select the clients whose default format you want to change.
note
You can only select 1 format at a time, so the clients you select will all be assigned the same format. If you need to assign different formats to different clients, you'll need to run the
Edit Multiple Clients
process more than once.
Select
Next
.
In the dropdown in the
Edit Multiple Clients
window, select either
Default invoice format
or
Default statement format
.
In the dropdown for the selection you made in step 6, select the specific format you want to assign to the selected clients.
Select
Finish
.
Select
Yes
to verify that you want to change multiple clients.

Future clients:

Select
Setup
, then
Firm
.
Go to the
Billing
and
A/R
tab.
Use the
Default invoice format for new clients
field and/or the
Default statement format for new clients
field to select a format.
note
The format you select here will automatically be assigned to the newly created Practice CS clients. This selection doesn't affect existing clients.