Articles on: OneHash CRM | Printing

How to create a Print Heading?

Print Headings



Print Headings are the names/titles you can give your transactions.

These transactions include Sales Invoices, Supplier Quotations, etc. You can create a list of names for different business communications.

If you want to rename a transaction on how it appears when printing, you can do so via Print Headings. For example, a Quotation is also called a "Proposal", Estimate", or "Pro Forma Invoice".

To access Print Headings go to:

Home > Settings > Print Heading

1. How to create a Print Heading

Go to the Print Heading list, click on New.
Enter the heading that will appear on the document.
Save.

To use the print heading, select the created print heading in the 'Print Heading' field transaction, shown as follows:


Example of a change in print heading is shown as follows:


Updated on: 01/04/2023

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