Default Template

A Default Template is the primary template used for all invoices. Once a Default Template is established, all future documents are generated from the default template. 

Important Notes: 

• A Default Template applies to all invoices unless Billing Batches are used. 
• If you have been using Ordway for some time and decide to create a new default template, existing invoice PDFs will not change. 
• Any old templates within the Manage Template screen are listed as a backup option. 

Confirm the Template is correct by generating a new Invoice PDF or regenerating an existing Invoice PDF for a Customer Account using the default Invoice Template.

Caution: The Make Default selection for a template does not supersede the template assigned to a Customer Account by a Billing Batch.

Select Default Template

Steps: 

1. Navigate to Menu > Setup > Manage Templates. 
2. Click Make Default from the Actions menu for the desired template. 

Edit Default Template

Whenever possible, do not directly edit a Default Template. Follow the steps provided above to copy an existing Template and save it as another Template name. This template can be marked as a default template once it’s been properly edited and tested.