How to change the Invoice Title

The Invoice Title is configured per department and determines how documents are labeled based on their type. Adjusting the Invoice Title allows users to customize document naming conventions for different departments.

1. Navigating to the Invoice Title Setup

To modify the Invoice Title:

1. Go to Settings > Administration.

2. Select the Department for which you want to update the Invoice Title.

3. Locate the Invoice Name field.

4. Enter the new name you would like to use for document naming.

5. Click Save to apply the changes.
   

2. How the Invoice Name Field Affects Document Titles

The value entered in the Invoice Name field serves as the prefix for documents within that department. The system appends the appropriate document type to the prefix based on the document type.

Examples:

• If the Invoice Name field is set to "Parts":

  • A quote document for that department will display as "Parts Quote".
  • An invoiced document will display as "Parts Invoice".
  • An open document will display as "Parts Order".

• If the Invoice Name field is set to "Road Service":

  • A quote document will display as "Road Service Quote".
  • An invoiced document will display as "Road Service Invoice".
  • An open document will display as "Road Service Order".