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  5. Set default label text for Adjustment and Grand Total
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  3. Customization
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  6. Set default label text for Adjustment and Grand Total

Set default label text for Adjustment and Grand Total

In this article, we will explain to you more about how you can set default label text for adjustment and Grand Total.

Use of Adjustments field

Adjustments helps you to round off the Grand Total. Add any +ve or -ve charges that need to be applied to adjust the Grand Total Eg. +10 or -10.

Following are the different ways to set label text of adjustment and grand total as default:

  1. From PDF Customization
  2. From Preferences
  3. From Document itself

iOS and Android

From Preferences

  • From preferences, you can set default label text for Adjustment only.
  • From side menu tap on Customization -> Preferences
  • Tap on Adjustment.
  • Click on Yes.
  • Enter the label text that you want for adjustment such as Additional Charges.
  • Tap on Save.
  • Now create a new document. You will see that label text of Adjustment has been changed. Older documents label text for adjustment will remain as it is. 

From Document itself

  • You can set label text for adjustment and grand total from document. Please click here to know more.

Web and Mac

From PDF Customization

  • From Side Menu click on Settings -> Customization -> PDF Customization
  • Click on Body -> Calculation Fields
  • If Adjustments field’s toggle is in Hide state then click on the Hide toggle to change it to Show.
  • Click on Edit button of Adjustments
  • A popup will open on PDF view. Enter the label text that you want for adjustment such as Additional Charges.
  • Click on button of popup.
  • If you want to change the label text for grand total then click on its Edit button and change the label text in the same ways as Adjustments
  • To save the changes, click on the red colored Save button located at top left side next to option. 
  • Now create a new document. You will see that label text of adjustments and Grand Total has been changed. Older documents label texts will remain as it is.

From Preferences

  • From preferences, you can set default label text for Adjustment only.
  • From side menu click on Settings -> Customization -> Preferences
  • Click on Adjustment.
  • Click on Yes.
  • Enter the label text that you want for adjustment such as Additional Charges.
  • Click on Save.
  • Now create a new document. You will see that label text of Adjustment has been changed. Older documents label text for adjustment will remain as it is. 

From Document itself

  • You can set label text for adjustment and grand total from document. Please click here to know more.
Updated on March 27, 2020

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