Sales Standard - Translate 'Heading' field for sales invoice contact

Modified on Tue, 6 Jan at 10:39 AM

Disclaimer

All screenshots in the article were taken in the Dutch version of Yuki.

In Yuki, it is possible to create English or French sales invoices and reminders and/or demands for payment and then send them manually to your customers.

To create a (recurring) sales invoice in a foreign language, complete the following steps:

Translate sales item description
Check the text of the email template in the foreign language and, if required, change it when the invoice is sent via email.
Translate 'Heading' field for contact (if placeholder [heading] is used in text of email)
Select English or French as the language when creating the sales invoice..

The text in the Heading field on a contact card is automatically used as the salutation (placeholder [heading]) in the text of the e-mail. This text must be translated into the correct language.

Access to contact card

hover your mouse over the Contacts icon in the navigation bar
click on Contacts
in the now-opened screen, search for and open the contact card of the contact whose heading you want to translate into English or French.

Translate 'Heading' field

To translate the 'Heading' field:

click on the Edit button on the opened contact card
open the Extra tab
translate the text in the Heading field into the required language
then click on the Save button.