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Customising the Tax Label on Your Documents (e.g. VAT instead of Tax)

What's covered

  • Every PDF Factory generates: Invoice, Partial Invoice, Quote, Proforma Invoice, Work Order, Delivery Docket, and Purchase Order.

  • The Sales Order and Purchase Order screens in the app.

  • The customer-facing invoice and payment page opened from an emailed link.

What's not covered yet

  • The Factory mobile app — it still shows "Tax."

  • The external purchase order page a supplier opens from a link — it still shows "Tax" too.

How to get it changed

This isn't a setting you toggle yourself — get in touch with Support and let us know the exact wording you'd like (up to 20 characters — "VAT" and "GST" both work). We'll set it for your account.

Good to know

  • You won't usually need to rebuild or republish your PDF template for the new label to appear — it applies automatically. We'll let you know if your template is one of the few that needs a small update.

  • Documents already sent or downloaded before the change keeps the old wording — generate a fresh copy to see the update.

  • This only changes the wording shown — it doesn't affect how tax is calculated, your tax rate, or anything that syncs to your accounting software.

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