Edit Standard Invoice Labels

Editing your standard labels displayed on your invoice gives you the flexibility to make changes that are specific to your region or business industry.

Invoice2go labels each document with general standard labels. If you notice that one of the labels doesn’t quite work for you, you can edit the labels and make it fit to your needs. For example, if you need your standard label to “tax invoice” instead of “invoice” you can update that label and it will be reflected across all documents moving forward.

There are standard labels for the following sections of your invoice:

  • Headers
  • Items
  • Summary
  • Shipping
  • Remittance
  • Tax Table
  • Parts & Labor

iPhone and iPad

  1. Go to Settings
  2. Under the Document section, tap Standard Labels
  3. Tap on the label you want to change
  4. Edit the label
  5. On your keyboard, tap Done
  6. Tap on Back

Note: If you want to reset all your labels to app defaults, scroll to the bottom of Standard Labels and tap on Reset to Defaults to discard all changes you have made and display the default labels, select Yes to confirm

Android

  1. Go to Settings
  2. Under the Document section, tap Standard Labels
  3. Tap on the label you want to change
  4. Edit the label

Note: If you want to reset all your labels to app defaults, scroll to the bottom of Standard Labels and tap on Default at the bottom to discard the changes you have made and display the default labels, select OK to confirm

Web

  1. Go to Settings
  2. Select Documents
  3. Scroll down to Standard Labels
  4. Click the dropdown for the area you want to edit (e.g. Headers, Items, Summary, etc.)
  5. Click on the label you wish to edit
  6. Edit the label
  7. Click out of the label

Note: standard labels will still show on the main screen; however, when you preview the invoice you will see your changes

 

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