The default invoice format or statement format is a client-specific setting. You can verify the current default format for a client by choosing Setup > Clients and clicking the Billing and A/R tab for the client. 

Considerations

• Changes to the default invoice format do not affect invoices already saved.
• Because statements are newly generated each time they are printed and cannot 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 at the creation of an invoice or statement. This allows you to choose a format other than the default format for select invoices or statements.  
  • To choose a different format on an individual invoice, use the Summary tab in Detail Billing. 
  • To choose a different format on an individual statement, use the Format override field on the Statements tab in File > Print Invoices & Statements. 

Instructions

To change a default invoice format or default statement format, see the instructions below. The steps taken depend on which clients you wish to change.

One client:

1. Choose Setup > Clients.
2. Find the client whose default format you wish to change.
3. Click the Edit.
4. Use the Default invoice format and/or Default statement format drop-down menus to choose a format. 
5. Click Enter to save the change. 

Multiple clients or all clients: 

1. Choose Setup > Clients. 
2. Click the Edit multiple Clients link at the bottom of the screen. 
3. Choose Change Client information.
4. Select the clients whose default format you wish to change. You can only choose one format at a time, so the clients you choose will all be assigned the same format. If you need to assign different formats to different clients, you will need to run the Edit Multiple Clients process more than once.
5. Click the Next > button.
6. In the drop-down at the top of the Edit Multiple Clients dialog, choose either Default invoice format or Default statement format.
7. In the drop-down to the right of the selection you made in step 6, choose the specific format you want to assign to the selected clients. 
8. Click the Finish button. Click Yes to confirm that you want to change multiple clients.

Future clients: 

1. Choose Setup > Firm. 
2. Click the Billing and A/R tab.
3. Use the Default invoice format for new clients field and/or the Default statement format for new clients field to choose a format. The format selected here will automatically be assigned to newly created Practice CS clients. This selection does not affect existing clients. 

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