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Set the Transaction Template as the Default Print Template
Set the Transaction Template as the Default Print Template
Updated over a year ago

Once you have created your new transaction template, you will need to go into your preferences again and set it as the print template.

1. Navigate to your Method Dashboard.

2. Click the vertical ellipses [ ⋮ ] on the Invoices App and then click Preferences.

3. For the Print Template, select your custom template you created.

4. Click Save & Back and you're done!

One final thing, aligning of text is a bit tricky when it comes to the web report designer. You may wish to view some example templates to ensure the text is in the place you want.

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