Form Defaults

When you create a new item, the form initially appears empty. Manager.io allows you to predefine default starting values for new items by using the Form Defaults feature.

Setting Up Form Defaults

Let's assume you wish to define default starting values for new Sales Invoices:

1. Navigate to the Sales Invoices tab.

   Sales Invoices

2. Click the Form Defaults button located at the bottom-right corner.

   Form Defaults

3. Enter or select the desired default values (for instance, you can specify the default due date). Then, click the Update button to confirm your settings.

   Update

From now on, each time you create a New Sales Invoice, it will appear pre-populated with your defined default values.

Suggested Uses of Form Defaults

Some ways you can make effective use of Form Defaults include:

• Setting default content for any custom fields you've created.
• Enabling automatic generation of reference numbers on transaction forms.
• Defining default Footers for transactions. For example, you can create a footer providing payment instructions for sales invoice recipients.

Resetting Form Defaults

If you need to reset Form Defaults back to their original, empty state:

1. When editing your Form Defaults, simply click the Reset button.

   Reset

This will clear your custom defined settings, restoring the forms to their default, empty state.