⇄ Applicable to: settings, account, quotes, invoicing

  1. Navigate to Organization settings via the logo in the top right corner and click on Templates.
  2. Navigate to the document type (e.g. invoice, quote, ...) whose default template you want to change.
  3. Choose an existing template that you wish to set as the default template and click on Set as default via

Do you want to create an (extra) template to set as your default template? Read here how to set up your templates in Easybox!