Modifying Invoice Text Blocks

← Editing Invoices

Usually, the text fields as listed in Template Structure and Building Blocks are empty for draft invoices. The corresponding values are taken from the template when generating the PDF preview or when finalizing the invoice.

Depending on your organization's requirements, you must modify the texts for individual invoices, that is, without applying the changes to the invoice template. To this end, you can copy the text field contents of the template to the draft invoice and then modify the texts as required.

Make sure that the button Copy Text is available on the invoice detail view, see Enabling Template Text Copies.

1. Open the invoice you want to modify.

2. Click Copy Text.

   This copies the contents of the template text fields to the current draft invoice.

3. In the Texts section, click next to the fields to be modified and specify the information as required.

   Alternatively, you can click to open the action menu and select Edit to edit all fields at once.

4. Click Save.