New Invoicing - Include org name in PDF document name
New Invoicing - have the document name of invoice include who it is from.
PDF will show INV-02335OrangeCross.pdf
INV-[inv number]_[organization ref max 10char].pdf
Great for me as an exporter of invoices but more importantly as an importer
Megan Owen
shared this idea
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Te Aroha Hohaia
commented
Please set the default name of an invoice issued to the following:
- YYYY-MM-DD Issuer_ID-Receiver_ID Job_Number Invoice Invoice_Number.
Why? Because as a treasurer of more than one organisation, I get invoices with Invoice 9999. I have to download, open, review and rename the invoice. It will also mean that the invoice forwarded to Xero will have a file attached to the Bill that is more meaningful.
Setting the default naming of issued invoices (and even quotes, purchase orders) will mean providing another field in
- the organisational setting to record initials for the Issuer_ID and
- the contact details to record the initials in the Receiver_ID.
And of course, the project manager will need to make sure they have the Job_No listed in their Items list.So please... let's be kind to our future selves and make the filing easier and meaningful.
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Nick Byrne
commented
The new invoicing, there is no where that I can see to give a discount for a single item, as there is in the old invoicing
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Megan Owen
commented
Make it easier for my clients when they have a number of invoices to see what ones come from what entity
