Purchase Defaults

Purchase defaults pre-fill common fields on bills, purchase orders, debit notes, and made payments — so you don't have to type the same information every time.

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How to Access Purchase Defaults

Go to Settings → Purchase Defaults

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Bill Defaults

Setting	Description
Bill Title	Heading on bill documents (default: "Bill")
Default Notes	Pre-filled notes on every new bill
Default Terms	Pre-filled terms on every new bill

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Purchase Order Defaults

Setting	Description
Purchase Order Title	Heading on PO documents (default: "Purchase Order")
Default Notes	Pre-filled notes on every new purchase order
Default Terms	Pre-filled payment/delivery terms on purchase orders

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Debit Note Defaults

Setting	Description
Debit Note Title	Heading on debit note documents
Default Notes	Pre-filled notes on every new debit note
Default Terms	Pre-filled terms on debit notes

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Made Payment Defaults

Setting	Description
Payment Voucher Title	Heading on made payment receipt documents
Default Notes	Pre-filled notes on payment records

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Tips

• Purchase Order Terms: Use this to set your standard delivery and payment terms for vendors — e.g. "Delivery within 14 days. Payment upon delivery."
• Bill Notes: Useful for internal reference notes like "Approve before payment" or department codes.

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Frequently Asked Questions

Do these defaults affect existing documents?
No. Defaults only apply to newly created documents going forward.

Can I override defaults on individual documents?
Yes — always. Defaults just pre-fill the field; you can edit or clear them on any specific document.