Invoicing - Customize PDF file name to include contact name
Update invoice file names to include both the invoice number and recipient name? For example: “SI-1055 John Smith” instead of just “SI-1055” — so it’s easier to identify when printing or saving documents.
Sara Clarkson
shared this idea
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Nick Sibbett
commented
Please let me include my company name + invoice number + date in the file name for PDFs. this would help customers when I invoice them. As a consultant who's required to submit invoices as PDFs it's time consuming and frustrating having to download and rename files before I can issue them.
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Vanessa Charles
commented
I agree, please include supplier name + invoice number + date in the file name for PDFs. As a contractor who's required to submit invoices as PDFs it's time consuming and frustrating having to download and rename files before I can issue them.
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Stuart Duncan
commented
I agree, please put the Inv supplier name, date and amount.
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Jeremy Sole
commented
Invoice File Naming convention - please consider putting an identifier in the naming format for PDF invoice files so I can see who they are from. Every Xero invoice from every one of our multiple suppliers simply has the invoice number - but no indication of who issued it. So, I have to open each one and the rename it. I'm sure the existing format works for Xero to Xero - but it is frustrating when we have other processes in between - or need to review it later.