Client Print and Email Defaults

Learn how to set default client print layouts for invoices, quotes and more in AroFlo Office

Updated on October 4th, 2024

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AroFlo lets you set client-specific email templates, email settings and print layouts.

This may be useful if you want to set a common subject line or body text in client-specific emails. It can also be used to set client-specific print layouts for your invoices or quotes.

These settings will override Print and Email Defaults in Site Administration.

Which print and email settings take priority?

Defaults set against a Client / Supplier / Contractor

1) Defaults set against an area type on the Client / Supplier / Contractor card. 
Example: Sales invoices for VIP clients.

 

2) Defaults set against an area on the Client / Supplier / Contractor card.  
Example: Invoices for VIP clients.

 

2) Defaults set against an area on the Client / Supplier / Contractor card.  
Example: Invoices for VIP clients.

 

 
 
 

Defaults set against a Business Unit (BU)

3) Defaults set against an area type in the Business Unit
Example: Electrical Division sales invoices.

 

4) Defaults set against an area in the Business Unit
Example: Electrical Division invoices.

 

4) Defaults set against an area in the Business Unit
Example: Electrical Division invoices.

 

 
 
 

Defaults set against the Company (Top level BU)

5) Defaults set against an area type in your company
Example: Your company sales invoices.

 

6) Defaults set against an area in your company
Example: Your company invoices.

 

6) Defaults set against an area in your company
Example: Your company invoices.

 

 
 
 
 
 
 

 

Set Print and Email Defaults

To set up default settings for a client:

  1. Go to Accounts > Clients > (Select a Client) > Client Print & Email Defaults.
  2. Click the relevant area on the sidebar (e.g. Quotes, Tasks, Invoices). 
  3. Optional: Select a type using the tabs in the header, if required (e.g. Simple or Detailed Quotes, or types of Invoices). 
  4. Set any default options as described in Print and Email Layout Defaults.