SETTING DOCUMENT DEFAULTS

Customer Edit > Communication Defaults 

When creating a Customer, you can set default Documents and Canned Emails specific to that Customer. Each dropdown displays the available documents and canned emails in your system.

Only change these settings if this Customer requires a Document or Canned Email that differs from your system defaults. 

If a dropdown is left as Select an Option, the system will automatically use the defaults configured in Settings > Communications > Documents (or Canned Emails).

The Documents section covers seven types: Quote, Invoice, Label, Packing Slip, Statement, Credit Note, and Receipt.
The Canned Emails section covers: General, Login, Quote, Proof, Invoice, Shipping, Statement, Journal Entry, and Receipt.

In both cases, the dropdown you set here becomes the default template used whenever that document or email is generated for this customer.