Turn on suggestions
Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type.
Showing results for
Thank you for participating in the feed, @stesha.
I'll ensure that the attached PDF name in the email is updated to Invoice at the earliest opportunity.
Yes, you can update that as well. Ensure that the Form name is set to Invoice and select the correct template when creating the transaction. You can review these settings in the steps described by JenoP and JonpriL above.
Moving forward, the PDF name attached to the email will be automatically updated to Invoice. Refer to the screenshots below for your reference as well.
For more details about customizing sales forms, click the article provided by JenoP overhead.
Additionally, you have the option to run the Invoice List report to review all the invoices that have already been sent to your customers.
Moreover, check out these links below about memorizing different reports, sales forms, and handling customer transactions.
We love getting in touch with you, so write to us and let us know if you need more information. Keep your life safe and healthy.