In KashFlow the default file name for an invoice is ‘InvoiceName-Invoicenumber.pdf’, ie’ Invoice-200.pdf’. This can be changed within KashFlow’s advanced settings.
Changing the Invoice File Name
Change the invoice filename by going to Settings > Advanced Settings > Invoice Filename Format. Using the text box here, define how you would like your invoices to be named;
- Static Text – Type any static text that should appear in the invoice filename
- Variables – Variables you can use include [invnum], [invname], [invdate], [invdue], [custref] and [custcode]
For example;
MyCompany Invoice [invnum] [custcode] - [invdate]
Will become;
MyCompany Invoice 4 CUST002 - 20/05/2013
If you need to each Invoice Filename to differ from customer to customer then tick the checkbox Override on a per customer basis.