Created a new SERVICE form - how do I make it the default for a new set of recurring transactions

[PragmaticKien]

Hi All

Can you assign a different SERVICE form (one I just created) to a Recurring Sales Transaction?

If yes how?

THanks ahead!

[Princess_R]

Hi @PragmaticKien 

Thank you for your post. I'd like to extend you a warm welcome to the Community Forum. I hope you find it a valuable resource.

Once you created or customize and saved a form template, you can make this as default when printing and emailing invoices, same with recurring transactions.

I'll provide this Help article, Set the default forms to use when emailing and printing, that has detailed information to assist with this.

Please feel free to post again I'm happy to assist.

If my response has answered your enquiry please click "Accept as Solution" to assist other users find this information.

Cheers, 

Princess