Set Default Recurring Service PDFs

You can set a default PDF to be used for each recurring service type.

When creating a new recurring service you can still select a different PDF on the fly.

To set default recurring services PDFs

  1. Click Setup.
  2. In the Members Setup submenu click PDFs.
  3. On the Manage PDFs page, select Recurring Services from the Type list.
  4. At the top of the page, click Set Defaults.

set_defaults_link.png 

  1. In the Set Defaults dialog box, select the PDF to use as the default for the desired recurring service types.

set_defaults.png