This guide explains how to enter or modify the subject of the document (such as Invoice or Receipt) that you are generating or sending.
Entering the Document Subject
The document subject is set at two points: during the initial creation of the document and, if necessary, as the subject of the sending email.
1. Setting the Subject during Generation
If you are creating a new document, the subject is defined before generation.
1. In the document generation section, locate the field labeled Subject.
2. In the text field, where you might see the placeholder Document subject, enter the desired title for your document (for example, "Invoice for January Services").
3. Click the Generate document button.
The document will be created with the specified subject.
2. Modifying the Email Subject during Sending
If the document has already been generated and you are proceeding to send it via email, you can customize the specific email subject.
1. Click the send button (for example, Send [Document Name] or Configure [Document Name]) to open the "Send document" modal window.
2. In the right column of the window, locate the section and field labeled Subject.
- Note: This field refers to the subject of the email the recipient will receive, not the internal subject of the fiscal document.
3. Enter or modify the email subject.
4. After completing the other settings (recipients, message, etc.), click the Send button at the bottom of the modal window to proceed with sending.
