Document Defaults

Document Defaults control the default header settings for your generated documents (invoices, quotes, purchase orders). These defaults are applied automatically to new documents, though they can be overridden on individual documents.

Getting There

Navigate to Settings > General tab > Document Defaults.

Overview

The Document Defaults page lets you configure what appears in the header section of your PDF documents by default.

How To...

Configure Document Header Defaults

Click Edit.
Configure the following options:

- Enable document headers by default — when ticked, new documents will have headers enabled automatically. - Logo — choose what logo to display in the header: - None — no logo in the header - Display team logo — shows the logo associated with the document's team - Display account logo — shows your company logo - Header fields — tick which fields to include in the document header: - Event Name — the name of the associated event - Event Date — the event date - Account Name — the client/account name

Click Save.

Key Concepts

Defaults vs overrides — The settings here control what's pre-selected when a new document is created. Users can override these settings on any individual document. For example, if you enable headers by default but a specific invoice doesn't need one, the user can toggle it off on that invoice. Team logo vs account logo — If your organisation uses multiple teams with different branding, choosing "Display team logo" ensures each team's documents show the correct logo. "Display account logo" uses your main company logo for all documents regardless of team.

Tips & Best Practices

Tip: Enable headers by default if your documents consistently need them. Users can always turn them off for specific documents.

Tip: If your teams have their own branding, use the "Display team logo" option and make sure each team has a logo uploaded in their template settings.

Frequently Asked Questions

Q: Do these defaults affect existing documents?

No — only new documents created after the change. Existing documents retain the header settings they were created with.

Q: Where do I upload the team logo or account logo?

Team logos are uploaded in the document template settings (under Settings > Accounting tab > Invoice/Quote/PO Templates). Your account logo is set in General Settings.