For the complete documentation index, see llms.txt. This page is also available as Markdown.
Document title
A financial document has two titles. On the one hand the document type (e.g. "invoice", "estimate", "cancellation invoice", ...), on the other hand the subject you assign, e.g. "Website Relaunch".
Change of the document type label
To change the label of the document type, for example from "estimate" to "Nachkalkulation", we can simply click on the label next to the pencil and rename the field.
Note: Unlike the suggested labels (e.g.: "invoice"), manually changed labels are not automatically translated into other languages ("Invoice") when the language is changed in the print settings.
This option mainly exists to meet special requirements of certain customers for your documents. It is rarely used in everyday life.
Change of the subject
The subject designates your document internally so you can easily find it in search, and it is also the headline on your financial document, i.e. prominently visible to your customer.
Display of document type and subject in the print version
By default, document type and subject are displayed on two lines in the print version:
invoice
Travel expenses Workshop Berlin
It is also possible to configure the display as a single line:
invoice | Travel expenses Workshop Berlin
This change cannot be made via the web interface. Contact customer service:
info@diagenturverwaltung.de
