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CCH Software User Documentation

Setting Document Style Defaults - TO BE DELETED

The Document Style Defaults window is used to maintain the default document styles for tax invoices and bills. When the window opens, the fields display the locations of the default templates.

Set Document Style Defaults

  1. From the main menu, select Maintenance > Documents > Document Style Defaults.

  2. In the Document Style Defaults window, to modify the Tax Invoice template, click the Ellipsis button  in the Tax Invoice Path field, and then browse to the replacement template and select it.

  3. 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.

  4. 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).


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