Customise Invoice Template in Upmind screen

After customising our “Invoice” template to rename the name of the document from “Invoice” to “Payment Slip”, it looks nice now when customers download the document. However, in Upmind workspace this customisation is not reflected and the document is still being showed as”Invoice”. This creates confusion to customers and would be really nice to have this updated as well.

Feature Request
Customise Invoice Template in Upmind screen
How Would You Use This in Upmind?
After customising our “Invoice” template to rename the name of the document from “Invoice” to “Payment Slip”, it looks nice now when customers download the document. However, in Upmind workspace this customisation is not reflected and the document is still being showed as”Invoice”. This creates confusion to customers and would be really nice to have this updated as well.
What problem does this solve for you?
Customers are complaining document type is not correct
Impact of not having this feature
All new customers complains

Please authenticate to join the conversation.

Upvoters
Status

Later (Planned)

Board

Billing and Invoicing

Date

5 months ago

Author

Pedro Ribeiro

Subscribe to post

Get notified by email when there are changes.