Q1. What are Field Defaults?
Field Defaults automatically fill in transaction fields when you create a new transaction.
If you select a contact, and that contact has its own defaults assigned, the contact's defaults are used instead.
Q2. How do I access Field Defaults?
Go to Settings → Templates → Fields: manage them directly.
Set them while creating or editing a transaction; Invoices, Bills, Customer Credits, and Supplier Credits.
Q3. How do Field Defaults and Contact Defaults interact?
Field Defaults apply organization-wide and are used automatically for any new transaction.
If a contact has no defaults assigned: your Field Defaults are applied.
If a contact has specific defaults assigned: those contact defaults are used instead of your Field Defaults.
Field Defaults don't override a contact's own default settings, including currency.
Q4. What Field Defaults can I assign to Invoices?
Accounting
Sales Account: autofills the sales account used when you create an invoice.
Sales Tax: autofills your tax settings when you create an invoice.
Currency: autofills the currency when you create an invoice.
Items
Item Discounts: shows the discount column when you create an invoice.
Quantity & Unit: shows the quantity column when you create an invoice.
Details
Reference: set the prefix, separator, date, series start/end, and series offset.
Note: Series offset reduces the next reference. Formula: (Series Start + Next Invoice Count) - Series Offset. For example, if Series Start is 1000, the next invoice count is 5, and the Series Offset is 3, the next reference number is 1002 (1000 + 5 - 3).
Invoice Notes: set custom invoice notes.
Payments
Payment Method: autofills the payment method when you record an invoice payment.
Payment Account: autofills the payment account when you record an invoice payment.
Q5. What Field Defaults can I assign to Customer Credits?
Accounting
Sales Account: autofills the sales account used when you create a Customer Credit.
Sales Tax: autofills your tax settings when you create a Customer Credit.
Currency: autofills the currency when you create a Customer Credit.
Items
Item Discounts: shows the discount column when you create a Customer Credit.
Quantity & Unit: shows the quantity column when you create a Customer Credit.
Q6. What Field Defaults can I assign to Bills?
Accounting
Purchase Account: autofills the purchase account used when you create a bill.
Purchase Tax: autofills your tax settings when you create a bill.
Currency: autofills the currency when you create a bill.
Items
Item Discounts: shows the discount column when you create a bill.
Quantity & Unit: shows the quantity column when you create a bill.
Payments
Payment Method: autofills the payment method when you record a bill payment.
Payment Account: autofills the payment account when you record a bill payment.
Q7. What Field Defaults can I assign to Supplier Credits?
Accounting
Purchase Account: autofills the purchase account used when you create a Supplier Credit.
Purchase Tax: autofills your tax settings when you create a Supplier Credit.
Currency: autofills the currency when you create a Supplier Credit.
Items
Item Discounts: shows the discount column when you create a Supplier Credit.
Quantity & Unit: shows the quantity column when you create a Supplier Credit.
Q8. Can I edit or change Field Defaults?
Yes, you can change Field Defaults at any time, either from Settings → Templates → Fields or directly while creating or editing a transaction.
Field Defaults are proactive: changes only apply to new transactions going forward and don't affect transactions already recorded.
Q9. Does the Currency default affect my organization's base currency?
No, the Currency default only autofills the currency shown when creating a transaction.
It doesn't change your organization's base currency, and it doesn't override a contact's own currency default.