Using Invoice Layout Terminology to Customize Invoices in SuiteProjects Pro
Invoice layouts are a great way to customize your invoices in SuiteProjects Pro. Layouts allow you to pick and choose from available column headers and subsequent values that some clients might want included while others might not. There is also the possibility of different subsidiaries or clients requiring different information to be visible on the invoice. Some might use different terminology for various column headers as well. One example that we’ve seen is a client who renamed “Customer PO” to “Sales Order”.
Example:
- Project column
- SuiteProjectsPro default: “project”
- Requested terminology change: “opportunity”
In this scenario, the client is considered active in Salesforce, where projects are referred to as opportunities. If the recipient uses different terms, adding more details to the invoice could help make things clearer.
Important Steps:
- To modify the invoice layout’s terminology:
- Go Administration -> Application Settings -> Invoice Settings -> Invoice Layouts.
- Navigate to the Invoice Terminology
- Change whatever term(s) that need to change.
- Click Save.
This layout is now more catered to certain recipients and makes it easier for them to understand the invoices they receive. It also shows a level of commitment to clients that something small like a change to terminology is still important to address.
