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Set the default forms to use when emailing or printing

Once you've designed and saved a form template, you can make it the default template to use when printing or emailing forms.

You can set a default form template in two places:

  • in the Advanced Filters window, accessible when printing or emailing a batch of documents (the form you set here will be retained every time you print or email forms in a batch):

  • in the customer or supplier card—this form will be used when printing or emailing an individual sale or purchase (from the transaction window):

You can also choose a different form template when emailing or printing from within a transaction.

Want to change the default subject or message used when emailing? See Set up your default email messages.

Learn more about printing from AccountRight and sending emails.

Want information about default payslips? See Personalising pay slips.