Solution Properties
Solution ID:
260630104253010
Last Modified Date:
Tue Jun 30 10:51:30 UTC 2026
Taxonomy Path:
Case category//How do I...//setting up
Author:
[email protected]
Change your document headings
Description

Change the names show at the top of sales and purchase documents to match your business requirements and terminology.

▼ See an example of a document heading

In the example below, the sales invoice heading has been changed to 'Sales Bill':

Screenshot of an invoice where the document heading has been changed to sales bill.

 

Cause
Resolution
  1. Go to Settings and then Business Settings.
  2. Select Document preferences.
  3. Next to Document headings, change the heading of the relevant transaction type.
  4. Use the Preview to check how it displays.
  5. Select Save.

NOTE:

Document headings display differently depending on your templates and logos settings. 

 

Steps to duplicate
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