Want to keep your invoices and quotes in a neat sequence? Here’s how you can set it up:
- Go to Settings: Navigate to Settings → Invoice & Quote References.
- Set Your Preferences:
- Prefix: Customize the prefix for your documents (e.g., change ‘INV-’ to ‘INVOICE-’).
- Next Number: Set the next number in your sequence.
“Start fresh or pick up where you left off; your invoices will be the way you like them.”
- Manual Override: Override these settings anytime while creating an invoice or quote.
“Flexibility at its best, because who likes rigid rules?”