πŸ“„ Set Default Template

πŸ”„ Workflow Steps:

  1. Open the "Set Default Template" section from the Settings panel.

  2. You’ll see a list or visual preview of available invoice templates (e.g., clean, modern, minimal, professional).

  3. Click on the template preview or radio/select option to choose your desired layout.

  4. Hit the "Set as Default" button (or similar) to confirm your selection.

  5. The selected template will now automatically apply to:

    • All new invoices

    • Purchase orders

    • Quotes generated through the platform


βœ… Benefits:

  • Saves time by avoiding repeated template selection.

  • Promotes brand consistency across all client-facing documents.

  • Ensures a professional look for better client impressions.

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