Set Document Style Defaults
From the main menu, select Maintenance > Documents > Document Style Defaults.
From the Default Bill Type drop down list, select the bill type that the template will apply to. Select the Allowed check box to highlight where the defaults will be applied. Bill types with the Allowed check box not selected will use the standard settings.
When you have finished making changes, click OK to save the changes and close the window.
Define the Tax Invoice Path - this allows the location of a template to be entered.
Define the Default Bill Type to define the type of Bill that will be produced ( Feenote, Receipt or Request).