When creating new transactions or records in Manager.io, the entry forms typically start off empty. To streamline your data entry process and save time, you can set default values that will automatically populate each time you create a new item. This feature is accessible through the Form Defaults option.
Follow these steps to establish default values for new sales invoices:
Navigate to the Sales Invoices Tab
From the left-hand menu, click on the Sales Invoices tab.
Access Form Defaults
In the bottom-right corner of the Sales Invoices screen, click on the Form Defaults button.
Set Initial Form Values
Enter the default values you want for new sales invoices. For example, you can set a default due date or predefined terms.
Save Your Defaults
After entering your desired default values, click the Update button to confirm and save the changes.
With form defaults set, every time you click the New Sales Invoice button, the form will be pre-populated with your specified initial values. This ensures consistency and saves time on data entry.
Custom Fields
Establish initial values for custom fields to maintain consistent data across all entries.
Automatic Reference Numbers
Activate automatic generation of reference numbers for transaction forms to keep records organized sequentially.
Default Footers
Set default footers for new transactions. For instance, you might include payment instructions or terms at the bottom of every sales invoice.
If you need to revert the form defaults back to their original, empty state, you can easily reset them:
Edit Form Defaults
Return to the Form Defaults screen for the form you wish to reset.
Reset to Original Values
Click the Reset button, usually found near the bottom of the form.
Confirm the action if prompted. This will remove all the default values you've set, returning the form to its initial state.
By leveraging the Form Defaults feature, you can customize Manager.io to better fit your business processes, ensuring that each new transaction starts with the information you use most frequently.