To change the names of things on your account, go to the "settings gear" icon on the top right of the screen, then click the "Custom Naming" tab.

On this page, you can name things however you want. For example, we know some people prefer to call customers: clients, and invoices: bills, etc.

When you change the names of those things on this screen, it will change them everywhere in Copilot.

Changes on this page are saved automatically when you click on the screen after making a change.