Go into the document type you want to update
1. Click on Expand header
2. A. Click on the icon that looks like 3 people watching TV on the right hand side
B. Click on the Cog icon to edit
3. Select an option
4. A. Click on Save
B. Click on Close
Update Document Fields That Display
How to edit the field that displays on documents such as Quotations, Sales Orders (Jobs), Invoices, Purchase Orders, and Work Orders.