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How do I change the column headings text on my invoices?

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Updated on February 27, 2018 10:25PM by Admin

By default, Invoices App have headings for
Tasks, Projects, Items, Timesheets, Work Orders and Milestone.

The column heading for Items
  • Item Code
  • Item,
  • Description
  • Quantity
  • Rate
  • Tax Code
  • Amount


The column heading for Tasks
  • Task
  • Hours
  • Rate
  • Tax Code
  • Amount

The column heading for Time sheets
  • Employee Name
  • Hours
  • Rate
  • Tax Code
  • Amount
The column heading for Projects
  • Project
  • Tax Code
  • Amount
The column heading for Milestones
  • Milestone Tax Code
  • Amount
The column heading for Work Orders
  • Work Orders
  • Tax Code
  • Amount

You can change the text of the column of Tasks, Projects, Items, Timesheets, Work Orders and Milestone. This will commonly updated when you look invoice in PDF format.

Lets take a quick look at the following steps

Steps to change your column headings to include line items

  1. Log in and access Invoices App from your universal navigation menu bar.
    Invoice Dashboard
  2. Click on "Settings"located in the app header bar.
    Invoice Settings
  3. Click on "Customize App" dropdown and select "Print/Web Layouts"  from left navigation panel.
    View Templates
  4. Click on "More" icon to update existing template or create a new template.
  5. Click on the field that you would like to update, you can view the editor folio. For example: Click on "Rate" field and enter your preferred text related to Items.
    Edit Rate
  6. Type in the text field and and the changes will automatically.
  7. Now the updated text is overridden as a column name.
    Renamed Task
  8. Create new invoice using this updated template. Click on "Print PDF" to view invoice in PDF format.
  9. You can view column header text changed in invoice PDF.
    PDF Template

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