Rename Documents

EasyBilling allows you to easily rename documents to better suit your needs. For instance, you might want to change “Proforma Invoice” to “Preliminary Invoice.” Here’s how:

Renaming Document Labels (For Output Documents)

1. From the main screen, navigate to menu “Customize Document > Document Label” and select the specific document type you wish to modify.
2. A new window will appear, displaying a list of labels used in that document type. Locate the label you want to change (e.g., “Proforma Invoice”) and enter your desired new name (e.g., “Preliminary Invoice”).

   

3. Click the [Save] button at the bottom of the window to apply the change.
4. The updated name will now be reflected in all output documents (e.g., printed invoices, PDFs).

Renaming Document Names in the User Interface

You can also change how document types are named within the EasyBilling software itself.

1. From the main screen, navigate to menu “Customize Document > Preferences“.
2. In the pop-up dialog box, you’ll find options to rename the document types as they appear in the user interface. Make your desired changes.

   

3. Click the [Save] button to save your changes.

Important: You must restart the EasyBilling software for these user interface changes to take effect.