Title Options

Question

When creating a new template, I have the choice of "Invoice" "Quote" or "Statement", and the template created will have the heading "Tax Invoice" "Quote" or "Statement".

Is there a way to change the heading of the document?

I would like to send a customer a less than subtle reminder of their overdue account, and I think the term "Statement" is a little too subtle.

I do not want to set up auto payment reminders, as this has caused me grief in the past if I don't enter an incoming payment straight away.

Any suggestions?

genreve_s · Answer

Hi Keep_it_simple,
&nbsp;
Currently, there is no option to customize the template options aside from the invoice, quote, and statement. However, I understand that having more customization options could be beneficial for users who need specific wording. I recommend posting this suggestion on the Ideas Exchange board, where other users can vote on it for future updates.
&nbsp;
In the meantime, feel free to let us know if you need any other help.
&nbsp;
Regards,
Genreve

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