Set the default invoice filename

In IRIS KashFlow the default file name for an invoice is ‘InvoiceName-Invoicenumber.pdf’, ie’ Invoice-200.pdf’. This can be changed within IRIS KashFlow’s advanced settings.

Changing the Invoice File Name

  1. Go to Settings > Advanced Settings.

  2. Enter the text and variables to use in Invoice Filename Format.

Build up the file name using static text and variables:

  • 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].

Example;

MyCompany Invoice [invnum] [custcode] - [invdate]

Will become;

MyCompany Invoice 4 CUST002 - 20/05/2013

If you need a different Invoice Filename for different customers then select the option Allow me to set the Invoice Filename format on a per-customer basis.