Articles for service business owners

 

Change the titles of your quotes and invoices

8th October 2016

Do you want to send a proposal instead of a quotation? How about a sales invoice or credit note rather than an invoice?

You do? Then we’ve got some good news!

You can now select from different titles for your quotes and invoices – or even choose to add your own title to suit your needs.

Changing the title of your quotes and invoices

Selecting a new title is super easy: just create or edit your paperwork and use the drop-down menu to choose your title.

You can choose from our selection of titles, or choose a title that you’ve added yourself.

Adding your own title

If you need something different from our preset titles, you can add your own title from your settings menu… here’s how:

  1. Visit your ‘Settings’ > ‘Quotes’ (or ‘Invoices’) page
  2. Enter your new title in the ‘Default Quote Title’ field
  3. Click ‘Save changes’

That’s it! You can now choose your new default title whenever you create a new quote or invoice.

We hope you find choosing a title for your paperwork a helpful addition to YourTradeBase 🙂


About the author

Adam Austin is the CEO & Co-founder of YourTradeBase.com - The easy way for service businesses to save hours on admin and paperwork.


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