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:
- Visit your ‘Settings’ > ‘Quotes’ (or ‘Invoices’) page
- Enter your new title in the ‘Default Quote Title’ field
- 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 🙂