Modifying the Invoice Title to “Tax Invoice” or “Simplified Tax Invoice”

Since an electronic invoice can be either a tax invoice or a simplified tax invoice, Enerpize system allows you to change the title of the electronic invoice to either “Tax Invoice” or “Simplified Tax Invoice” in two ways:

• One: Manual Title Change.
• Two Adding a variable that controls the invoice title automatically.

And below is an illustration of both ways.

Second way: Automatically Changing the Invoice Title based on the Client type

In addition to the manual method, you can also set a variable that automatically labels the invoice as “Tax Invoice” for business/ commercial clients or “Simplified Tax Invoice” for individual clients, without the need for separate templates for each type.

To automatically change the invoice title to “Tax Invoice” or “Simplified Tax Invoice” based on the client type, follow these steps:

1. From the main menu, click on “Templates”.
2. Choose “Printable Templates” from the menu.
3. Click on the “Invoice/ Estimate Layouts” card.
4. Click on the desired invoice template for modification, or click on the “New Layout” button to create a new template for your account.
5. Inside the invoice design screen, click on the “Titles” tab.
6. Delete the existing title in the “Invoice Title” field.
7. Add the following variable {%sa_auto_invoice_title%} in the “Invoice Title” field instead of the deleted title.
8. Click on the “Save” button below the tab items.
9. Click on the “Save” button at the top right of the invoice design screen.

• Now, when you create a sales invoice for an “Individual” client, you will find the invoice title as “Simplified Tax Invoice”. Similarly, when you create a sales invoice for a “Business/ Commercial” client, you will find the invoice title as “Tax Invoice” without the need for separate templates for each client type.