Invoice Naming Scheme

Written by Mason Davis

Last published at: March 18th, 2022

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Please note that this feature is only available for AppColl account administrators.

From the Settings page, you can specify the default naming scheme for your invoices. When an invoice is created, the text in this setting is used, with field substitution, to generate the name for the invoice. Note that you can use fields from the invoice to create the name. If the created name is not unique, additional characters are appended to make it unique. This is particularly useful when you use the Generate Invoices command in the Invoices module to create several invoices at the same time. You can always change the name manually alter the default name is generated if necessary on the default invoice details page.

A default invoice name would normally be one or more field substitution codes, e.g. "{Invoice.Client}", separated by constant characters such as "_".

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