Sales Invoices to be Item Type or All Customers as default

DPowell

We use AccountRight Live and use Item Type Sales Invoices for All our Customers.  Is it possible to set this as default setting?  Currently I have to set this up for each new Customer and it can be very time consuming. Thanks in advance.

Steven_M

Hi @DPowell 

 

If you wish to have all newly created cards have the same sales layout do the following steps:

1. Navigate to Setup>>Easy Setup Assistant
2. Continue to Step 2: Layout of the Sales Easy Setup Assistant
3. Select the required layout
4. Continue to Step 9: Conclusion before selecting Close

The above process will set any newly create customer cards to have the desired sales layout. Pre-existing customer cards would need to be changed manually or in bulk.