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Bill Header Update

InBill Header Update

The Bill Header Update feature in Aegis Software, the "BILL HEADER UPDATE" icon likely refers to a feature thatSoftware allows authorized users to update or remove the updateCompany Name displayed in the header informationsection onof billing documents orand invoices. This couldensures involve:that invoices reflect the correct company identity for printing and official use.

This module is specifically used for:

  • EditingUpdating / Removing Company Name: Modify or Updating Invoice Details: Adjustingremove the headercompany informationname suchshown ason thebill client’s name, billing address,and invoice number,headers

    date, or other key identifiers.

  • CustomizingEnsuring HeaderAccuracy: Format:Maintain Modifyingcorrect thecompany templatename or format useddisplay for billbilling, headers to align with company standards or client preferences.

  • Ensuring Accuracy: Making sure the correct details are displayed for billingaccounting, and paymentaudit purposes.purposes

Access Bill Header Update


To update the bill header company name:

ToNavigate manage SHIFT CLOSE, go to to:
Application >>→ Tools >>→ SHIFTBill CLOSE.Header Update

You will see the followingBill Header Update screen. 
Click on ‘SHIFTthe CLOSE’Bill icon.Header Update icon to open the module.

Update Company Name

To edit the company name:

  1. Locate the required bill using the available search options

  2. Select the bill from the list

  3. Edit the Company Name field (this is the only editable field)

  4. Save the changes

The updated company name will be reflected in the bill header during printing and reporting.

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Click On Edit Icon then -

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Important Notes

  • Only the Company Name field is editable in this module

  • Other bill header details cannot be modified

  • Changes affect invoice printouts and official billing documents

  • Access to this feature should be limited to authorized users only.

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