Review issued documents and file names
Review documents issued for a customer and manage the file name format for statement and quote PDFs.
In this guide
- Review issued history
- Open file name settings
- Preview and save the file name
1. Review issued history
Open an issued invoice from the related transaction to review the customer, included order, products, taxes, and total as they appeared when the document was issued.
2. Open file name settings
Open More, Settings, and Document Filename Settings. Use the Invoice and Estimate tabs to configure a different prefix for each document type.
3. Preview and save the file name
Enter a prefix or choose a common example, then check the Preview. Tap Save All when the file name is correct. The setting applies to PDFs created afterward.