Change Field Names Within an Invoice

Written by Mason Davis

Last published at: January 27th, 2022

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Note: You must be an account administrator to perform this action.

  1. Click the Settings link in the upper right corner of any page.
  2. Scroll down until you find the “Invoice Phrase Mappings” section.
  3. Enter the phrases you wish to change in the form phrase=replacement;. E.g. Retainer=Trust Account;Services=Fees;
  4. Click the “Set Invoice phrase mappings” button.
  5. Open and save any existing invoices that need the changes to be applied from the Manage Invoices page in the Billing module.