How to Define OpenAir Invoice Terminology Based on Customer Needs

OpenAir Invoice layouts allow you to configure the appearance of an invoice. You can sort or group items as an example, but you can also override the terminology of the fields you can see in the invoice. There are instances where for a specific customer, the terminology will be different to another customer you send invoices. For example “Agreement” is “SOW” or “Contract” for some customers.  Another example is “Tax” is “VAT” for UK Customers, etc.

To override the terminology of the fields in Invoice, you can do the following steps:
1. Navigate to Administration > Application Settings > Invoices > Invoice layouts
2. Select the Invoice layout you need to change the terminology
3. Under Invoice terminology section are the fields available you can override and define the needed terminology,

4. After completing the changes, click Save and it should now display the terminology of the field in your Invoice that uses this Invoice layout.