Change default invoice template

Learn how to change the default invoice template that’s used when creating invoices in Reckon One.

Go to Settings (cog icon in top right corner), General, then Manage templates.
Under the Template dropdown, click on Change default template.
Select from the list of available templates.
To see your changes in the preview, click Refresh preview in the top right. You can also click Print to see how the default invoice will appear printed.
Click Save.

All future invoices will now be created using this default template. You can choose to use another template when creating an invoice.