{"id":10345,"date":"2023-12-04T14:16:13","date_gmt":"2023-12-04T14:16:13","guid":{"rendered":"https:\/\/docs.daftra.com\/user_manual\/%d8%aa%d8%ba%d9%8a%d9%8a%d8%b1-%d9%85%d8%b3%d9%85%d9%89-%d8%a3%d8%ad%d8%af-%d8%a7%d9%84%d8%ad%d9%82%d9%88%d9%84-%d8%a8%d9%82%d9%88%d8%a7%d9%84%d8%a8-%d8%a7%d9%84%d9%81%d8%a7%d8%aa%d9%88%d8%b1%d8%a9\/"},"modified":"2026-01-28T07:30:58","modified_gmt":"2026-01-28T07:30:58","slug":"changing-the-name-of-a-field-in-layouts-and-other-invoices","status":"publish","type":"user_manual","link":"https:\/\/docs.daftra.com\/en\/user_manual\/changing-the-name-of-a-field-in-layouts-and-other-invoices\/","title":{"rendered":"Changing the Name of a Field in Layouts and Other Invoices"},"content":{"rendered":"<section class=\"wpb-content-wrapper\"><p>[vc_row][vc_column][vc_column_text css=&#8221;.vc_custom_1744282824912{margin-left: 200px !important;}&#8221;]As checks are one of the most important means of financial payment and collection in the enterprise, it was necessary to establish an application specifically for the checks cycle in the system. This application incorporates a set of features ensuring accurate financial management of expenses, receipts, disbursement, and receipt operations.<\/p>\n<p>The Checks Cycle Guide in the system provides a comprehensive explanation of how to use the Checks Cycle application, highlighting the following points:<\/p>\n<ul>\n<li>Activating the Checks Cycle application in the account.<\/li>\n<li>Registering and managing checkbooks.<\/li>\n<li>Managing paid checks.<\/li>\n<li>Managing received checks.<\/li>\n<li>Tracking checks.<\/li>\n<\/ul>\n<p>[\/vc_column_text][vc_custom_heading text=&#8221;How to Change the Name of a Field in Layouts&#8221; font_container=&#8221;tag:h2|font_size:28|text_align:center|color:%2304306b|line_height:2&#8243; use_theme_fonts=&#8221;yes&#8221; css=&#8221;.vc_custom_1702823141511{margin-left: 200px !important;background-color: #f6f9fc !important;border-radius: 4px !important;}&#8221;][\/vc_column][\/vc_row][vc_row][vc_column][vc_column_text css=&#8221;.vc_custom_1769585416891{margin-left: 200px !important;}&#8221;]If you want to install a field to appear automatically in every purchase invoice or document that uses the layout to which you added the field, follow these steps.<\/p>\n<div class=\"flex-1 overflow-hidden\">\n<div class=\"react-scroll-to-bottom--css-wlgdu-79elbk h-full\">\n<div class=\"react-scroll-to-bottom--css-wlgdu-1n7m0yu\">\n<div class=\"flex flex-col pb-9 text-sm\">\n<div class=\"w-full text-token-text-primary\" data-testid=\"conversation-turn-303\">\n<div class=\"px-4 py-2 justify-center text-base md:gap-6 m-auto\">\n<div class=\"flex flex-1 text-base mx-auto gap-3 md:px-5 lg:px-1 xl:px-5 md:max-w-3xl lg:max-w-[40rem] xl:max-w-[48rem] group final-completion\">\n<div class=\"relative flex w-full flex-col lg:w-[calc(100%-115px)] agent-turn\">\n<div class=\"flex-col gap-1 md:gap-3\">\n<div class=\"flex flex-grow flex-col max-w-full\">\n<div class=\"min-h-[20px] text-message flex flex-col items-start gap-3 whitespace-pre-wrap break-words [.text-message+&amp;]:mt-5 overflow-x-auto\" data-message-author-role=\"assistant\" data-message-id=\"bf428cda-f84d-4774-ade7-38b7e6792cc0\">\n<div class=\"markdown prose w-full break-words dark:prose-invert light\">\n<p>Click on &#8220;<strong>Purchase Invoice Settings<\/strong>&#8221; in the dropdown menu under &#8220;<strong>Purchases<\/strong>&#8221; in the main menu and click on &#8220;<strong>Purchase Layouts.<\/strong><\/p>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<p><a href=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/12\/Screenshot-485-1.png\"><span style=\"font-weight: 400;\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-46381 size-full\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/12\/Purchase-Invoice-Layouts-1.png\" alt=\"\" width=\"1362\" height=\"630\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/12\/Purchase-Invoice-Layouts-1.png 1362w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/12\/Purchase-Invoice-Layouts-1-300x139.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/12\/Purchase-Invoice-Layouts-1-1024x474.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/12\/Purchase-Invoice-Layouts-1-768x355.png 768w\" sizes=\"auto, (max-width: 1362px) 100vw, 1362px\" \/><\/span><\/a><\/p>\n<p>Click on &#8220;<strong>New Layout<\/strong>&#8221;<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-10337 size-full\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/12\/Screenshot-486.png\" alt=\"\" width=\"1270\" height=\"541\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/12\/Screenshot-486.png 1270w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/12\/Screenshot-486-300x128.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/12\/Screenshot-486-1024x436.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/12\/Screenshot-486-768x327.png 768w\" sizes=\"auto, (max-width: 1270px) 100vw, 1270px\" \/><\/p>\n<p><span style=\"font-weight: 400;\">Click on the layout that you want to add a custom field to it.<\/span><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-33278 size-full\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/12\/ftug-1.png\" alt=\"\" width=\"1127\" height=\"595\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/12\/ftug-1.png 1127w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/12\/ftug-1-300x158.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/12\/ftug-1-1024x541.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/12\/ftug-1-768x405.png 768w\" sizes=\"auto, (max-width: 1127px) 100vw, 1127px\" \/>[\/vc_column_text][vc_message message_box_style=&#8221;3d&#8221; message_box_color=&#8221;alert-warning&#8221; css=&#8221;.vc_custom_1702822280962{margin-left: 200px !important;}&#8221;]<\/p>\n<blockquote><p>You can add the fields you want and control how these fields are displayed, or change the name of the field. You can learn about this in detail from the following explanations: Adding an Custom Field to the Invoice &#8211; Changing the Name of the Field in the Invoice Template &#8211; Controlling the Display of Items and Prices in Invoices.<\/p><\/blockquote>\n<p>[\/vc_message][vc_column_text css=&#8221;.vc_custom_1744284489164{margin-left: 200px !important;}&#8221;]<\/p>\n<div class=\"flex-1 overflow-hidden\">\n<div class=\"react-scroll-to-bottom--css-wlgdu-79elbk h-full\">\n<div class=\"react-scroll-to-bottom--css-wlgdu-1n7m0yu\">\n<div class=\"flex flex-col pb-9 text-sm\">\n<div class=\"w-full text-token-text-primary\" data-testid=\"conversation-turn-305\">\n<div class=\"px-4 py-2 justify-center text-base md:gap-6 m-auto\">\n<div class=\"flex flex-1 text-base mx-auto gap-3 md:px-5 lg:px-1 xl:px-5 md:max-w-3xl lg:max-w-[40rem] xl:max-w-[48rem] group final-completion\">\n<div class=\"relative flex w-full flex-col lg:w-[calc(100%-115px)] agent-turn\">\n<div class=\"flex-col gap-1 md:gap-3\">\n<div class=\"flex flex-grow flex-col max-w-full\">\n<div class=\"min-h-[20px] text-message flex flex-col items-start gap-3 whitespace-pre-wrap break-words [.text-message+&amp;]:mt-5 overflow-x-auto\" data-message-author-role=\"assistant\" data-message-id=\"72a9a9f0-ed0f-4d50-a1b7-45c3207c0313\">\n<div class=\"markdown prose w-full break-words dark:prose-invert light\">\n<p>Click on &#8220;<strong>Title<\/strong>&#8221; to change the names of the invoices. For example, you can change the title of the invoice from &#8220;<strong>Invoice<\/strong>&#8221; to &#8220;<strong>Tax Invoice<\/strong>.&#8221;<\/p>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-33282 size-full\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/12\/ml.png\" alt=\"\" width=\"1366\" height=\"599\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/12\/ml.png 1366w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/12\/ml-300x132.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/12\/ml-1024x449.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/12\/ml-768x337.png 768w\" sizes=\"auto, (max-width: 1366px) 100vw, 1366px\" \/><\/p>\n<div class=\"flex-1 overflow-hidden\">\n<div class=\"react-scroll-to-bottom--css-wlgdu-79elbk h-full\">\n<div class=\"react-scroll-to-bottom--css-wlgdu-1n7m0yu\">\n<div class=\"flex flex-col pb-9 text-sm\">\n<div class=\"w-full text-token-text-primary\" data-testid=\"conversation-turn-307\">\n<div class=\"px-4 py-2 justify-center text-base md:gap-6 m-auto\">\n<div class=\"flex flex-1 text-base mx-auto gap-3 md:px-5 lg:px-1 xl:px-5 md:max-w-3xl lg:max-w-[40rem] xl:max-w-[48rem] group final-completion\">\n<div class=\"relative flex w-full flex-col lg:w-[calc(100%-115px)] agent-turn\">\n<div class=\"flex-col gap-1 md:gap-3\">\n<div class=\"flex flex-grow flex-col max-w-full\">\n<div class=\"min-h-[20px] text-message flex flex-col items-start gap-3 whitespace-pre-wrap break-words [.text-message+&amp;]:mt-5 overflow-x-auto\" data-message-author-role=\"assistant\" data-message-id=\"3af568ca-667c-4630-98f8-b9683eb645de\">\n<div class=\"markdown prose w-full break-words dark:prose-invert light\">\n<p>Click on &#8220;<strong>Labels<\/strong>&#8221; or &#8220;<strong>Item Columns<\/strong>&#8221; to change the titles of the fields.<\/p>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<p><a href=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/12\/Screenshot-490.png\"><span style=\"font-weight: 400;\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-33284 size-full\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/12\/imk.png\" alt=\"\" width=\"1366\" height=\"596\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/12\/imk.png 1366w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/12\/imk-300x131.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/12\/imk-1024x447.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/12\/imk-768x335.png 768w\" sizes=\"auto, (max-width: 1366px) 100vw, 1366px\" \/><\/span><\/a><\/p>\n<div class=\"flex-1 overflow-hidden\">\n<div class=\"react-scroll-to-bottom--css-wlgdu-79elbk h-full\">\n<div class=\"react-scroll-to-bottom--css-wlgdu-1n7m0yu\">\n<div class=\"flex flex-col pb-9 text-sm\">\n<div class=\"w-full text-token-text-primary\" data-testid=\"conversation-turn-309\">\n<div class=\"px-4 py-2 justify-center text-base md:gap-6 m-auto\">\n<div class=\"flex flex-1 text-base mx-auto gap-3 md:px-5 lg:px-1 xl:px-5 md:max-w-3xl lg:max-w-[40rem] xl:max-w-[48rem] group final-completion\">\n<div class=\"relative flex w-full flex-col lg:w-[calc(100%-115px)] agent-turn\">\n<div class=\"flex-col gap-1 md:gap-3\">\n<div class=\"flex flex-grow flex-col max-w-full\">\n<div class=\"min-h-[20px] text-message flex flex-col items-start gap-3 whitespace-pre-wrap break-words [.text-message+&amp;]:mt-5 overflow-x-auto\" data-message-author-role=\"assistant\" data-message-id=\"dd4929ed-0063-4527-8bd0-4df5bc70390b\">\n<div class=\"markdown prose w-full break-words dark:prose-invert light\">\n<p>For example:<\/p>\n<p>You can change &#8220;Description&#8221; to &#8220;Description&#8221;<\/p>\n<p>Or &#8220;Item&#8221; to &#8220;Item&#8221;<\/p>\n<p>After changing the title, click on the &#8220;<strong>Save<\/strong>&#8221; button in the item columns or titles section, and the changes will appear in the layout preview for you to test. Then click the &#8220;<strong>Save<\/strong>&#8221; button to save the entire layout after making all the desired modifications.<\/p>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-33286 size-full\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/12\/ihju.png\" alt=\"\" width=\"1366\" height=\"599\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/12\/ihju.png 1366w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/12\/ihju-300x132.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/12\/ihju-1024x449.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/12\/ihju-768x337.png 768w\" sizes=\"auto, (max-width: 1366px) 100vw, 1366px\" \/>[\/vc_column_text][\/vc_column][\/vc_row]<\/p>\n<\/section>","protected":false},"author":13,"template":"","categories":[2149,2036,2188,2191,2043,2064,2067],"tags":[4220,4983],"class_list":["post-10345","user_manual","type-user_manual","status-publish","hentry","category-invoices-and-estimates","category-sales","category-purchases","category-purchases-settings","category-settings","category-templates","category-printable-templates","tag-printable-templates","tag-purchases"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v17.8 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Changing the Name of a Field in Layouts and Other Invoices - Daftra Knowledge Base<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/docs.daftra.com\/en\/user_manual\/changing-the-name-of-a-field-in-layouts-and-other-invoices\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Changing the Name of a Field in Layouts and Other Invoices - Daftra Knowledge Base\" \/>\n<meta property=\"og:description\" content=\"[vc_row][vc_column][vc_column_text css=&#8221;.vc_custom_1744282824912{margin-left: 200px !important;}&#8221;]As checks are one of the most important means of financial payment and collection in the enterprise, it was necessary to establish an application specifically for the checks cycle in the system. 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