How to Customize Invoice Titles

How can invoice titles be customized to include specific information?

To customize invoice titles, you can include explicit text, date, invoice number, and customer name fields. 

What steps should be taken to customize the Invoice Title?

Follow these steps:

1. Go to Clients-Invoice-Profiles
2. Open the Invoice Profile
3. Locate the Filename Override Field
4. Enter the desired field values, such as ${client.companyName} or ${invoice.invoiceNumber}.
5. Click Save

 Image Displays Step 4 

Image Displays Date, Company Name, and Invoice Number

 

Can explicit text be included in the Filename Override field when customizing the invoice title?

Yes, you can include explicit text in the Filename Override field. For instance, if you want the invoice title to be "Invoice Number ${Invoice.InvoiceNumber} ${client.companyName} ${currentDate}", you can add this as part of the customization process.

How would the resulting invoice name appear after customizing the Filename Override field with explicit text?

If you include explicit text in the Filename Override field, such as "Invoice Number ${Invoice.InvoiceNumber} ${client.companyName} ${currentDate}", the resulting invoice name would appear as "Invoice Number 77_AJAX_AAA_Association_11_15_2023".

Which field values can be added to the Filename Template field in the Invoice Profile?

You can add the following field values:

• ${client.companyName}
• ${invoice.invoiceNumber}
• ${currentDate}