Set A Custom PDF Design As A Default PDF

Easily set your custom PDF designs as the default designs via the PDFs & Letters section within Account Settings. You can change the default design for the following:

• Account Sale
• Bank Reconciliation Statement
• Bank Reconciliation Summary
• Cash Payments Journal
• Cash Receipts Journal
• Individual Ledgers
• Invoice
• Ledgers Summary
• Letter
• Sales Advice
• Trust Account Receipt

This article will guide you through setting a custom PDF design as the default.

1. Click the account name in the top left corner (next to the Grow CRM switcher).
2. Click Account Settings.
   
3. On the side menu, click PDFs & Letters.
   
4. Click Default PDFs.
5. Hover your cursor over the required default.
6. Click Edit.
   
7. Against the PDF Template field, select the required PDF design from the dropdown.
8. Click Save PDF Template.