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How to Customize The Invoice and Estimate Wording

Overview

This tutorial explains how to change the wording in the printed invoice, estimate, and quote

Table of Content

  • How to Change the Look and Feel of the Printed Invoice
  • How to Open the Customize Invoice Wording Window
  • How to Quickly Switch The Invoice Wording To A New Language
  • How to Manually Customize The Invoice Wording
  • How do I revert back to the Default Language?
  • How to Change the Date Format on Printed Invoices

How to Change the Look and Feel of the Printed Invoice

Click here for a tutorial on how to change the look and feel of the printed invoice

How to Open the Customize Invoice Wording Window

  1. Go to the Point of Sale component
  2. Select the Settings tab
  3. Click the Customize Wording button

How to Quickly Switch The Invoice Wording To A New Language

Some translations have already been included for invoices in StudioCloud including English, German, Spanish, French, Portuguese, Romanian, and Hebrew. However, if you find that the translations that have been provided in StudioCloud do not fit your needs please follow the steps below to provide your own translation for your invoices and estimates.

  1. Open the Customize Invoice Wording window using the instructions above
  2. Select the desired language from the Default Language Combo box

How to Manually Customize The Invoice Wording

  1. Open the Customize Invoice Wording window using the instructions above
  2. Type in the desired wording for the printed invoice

How to Manually Customize The Ordered Items Wording

  1. Open the Customize Invoice Wording window using the instructions above
  2. Click on the Invoice Products Wording tab
  3. Type in the desired wording for the ordered items headers

How do I revert back to the Default Language?

  1. Open the Customize Invoice Wording window using the instructions above
  2. Select the desired language from the Default Language Combo box
    1. If the desired language is already selected then click any other language and then select the desired language

How to Change the Date Format on Printed Invoices

  1. Open the Customize Invoice Wording window using the instructions above
  2. Select the desired Date Format from the Date Format Header