Set title for invoices, estimates and credits

By default, Invoices are called an "Invoice", credits are called "Credit", and esimates are called "Estimate".

You can change this, so your customer will always see the estimate called a "Quote" for example, or an invoice as a "Tax Invoice".

Smartphone

  1. Select Settings
  2. Select Preferences
  3. Scroll down to where it says Invoice Title and you can put in the title how you want it to appear on the invoice. The same is for the other fields.
 

Do this from the Windows PC edition of Street Invoice:

  1. Select Settings
  2. Select Preferences
  3. In the section called Printing Options, set your preferred document titles.

Please note: the app will still use the default names. This change will affect the emails and printouts that your customer sees.

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