Change the names of your documents

You can customize the names of documents Sufio creates for you, such as invoices, credit notes, and others.

For example, you can rename delivery notes to packing slips and credit notes to returns statements or storno invoices.

The new name will appear at the top of the document. However, these documents will still be listed as invoices or credit notes within the Sufio app.

Rename the documents

To change the name of a document:

In your Sufio account, go to the Settings → Documents page.
In the Document numbering and defaults section, scroll down to the document type you want to rename, such as Invoices or Credit notes.
Click on the Change name button and enter a new name for the document. You can click on the Undo button to revert to the default document name.
Click on the Update settings button at the top of the page to apply the changes.

The new document name will also apply to previously issued documents.

In some jurisdictions, different names for invoices are preferred, depending on whether the invoice includes tax calculations or not.

Specifically for invoices, you can set different invoice names depending on whether they include taxes.

Sufio automatically applies the correct naming in countries where this is required by law, such as Australia.

Let Sufio automatically create and send beautiful invoices for every order in your store.