change estimate placeholder – Zistemo Knowledge Base https://zistemo.com/knowledge-base Zistemo is the smartest app for instant time and expense tracking. Boost productivity and save time with zistemo. Mon, 13 Jan 2020 13:30:47 +0000 en-US hourly 1 https://wordpress.org/?v=6.0.2 How to change/translate invoice/estimate placeholder on your template https://zistemo.com/knowledge-base/content/how-to-change-translate-invoice-and-estimate-placeholder-on-your-template/ Mon, 13 Jan 2020 13:26:52 +0000 https://zistemo.com/knowledge-base/?post_type=ht_kb&p=8244 For example you want to change ‘INVOICE’ to ‘TAX INVOICE’ on your template.

First go to “settings” -> “Stationery Templates” –> “shared” or to your already edit ones.

Select your default template (on this example “Dubai-template”) and copy it:

Go to the “document info” window and edit it: 

Click on “change label placeholders”:

Change all names you want to overwrite
– Example:
::label document type:: Invoice
::label document number:: Invoice #
::label document date:: Invoice Date
::label document due date:: Invoice Due Date
and so on…

– Save document info
– Save the template
– to activate it as your default template, go back to “Settings” -> “Stationery Templates” –> “company account”
and select your saved template as default.

Also change the current template with your new template on existing invoices:

 

 

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