Select the Use as default Email Template for new Bill To records check box if you want the email template to be used as the default email template when new Bill To records are added. When this check box is selected, the email template will be designated as the default email template and is indicated as such in the Bill To Record window.

Clear this check box if the email template will not be used as the default template for new Bill To records.

One email template must be designated as the default template. Selecting another email template as the default will automatically deselect the previously selected email template. The default can be changed at any time; when selecting a new default, you will be prompted to change the template for all Bill To records that use the previous default template.

Note: The email template associated with the record can be changed using the Bill To Record window via the Billing Preferences tab of the Client file. Alternatively, it can be changed for multiple clients using the Change Client Options program.

Note: When adding a subsequent matter for a client that already exists, the default email template will be the same email template used for the client's highest numbered matter (provided you are using a Numeric or Mixed Key Type).