Changing the Default Layout for a Document

Note: The steps are the same for each document. The below steps are the example for A/R Invoice. 


  1. Go To: Sale - A/R -> A/R Invoice
  2. With the A/R Invoice window open click on the Layout Designer icon on your toolbar.default_layout_change_1.png
  3. Select the layout that you want to set as the default so that its highlighted. 
  4. Click “Set as Default”.                                    default_layout_change_2.png
  5. Select how you want it set as and then click OK.default_layout_change_3.png
  6. The layout you choose will now be bolded. 
  7. Click Update                                                default_layout_change_4.png
  8. You can then preview the layout to make sure it is the correct one you want. 
  9. Open a previous invoice. 
  10. Click the Preview button in the top left toolbar. default_layout_change_5.png
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