Forum Discussion

owat1's avatar
owat1
4 years ago

Change default file name for Invoices

Hi there,   Can you please tell me if there is a way to change the default file name when I'm sending an order to Disk?   If you're in the order screen, the file name should come up as ORD0002158...
  • Steven_M's avatar
    Steven_M
    4 years ago

    Hi owat1 

     

    The filename generated when using the Send to Disk functionality for sales is based on a pre-defined value i.e. INV and then the invoice number. A user is not able to change that default filename to be in a different format.

     

    Should a different filename be required it would need to be done a per transaction basis when saving the sale.

Steven_M's avatar
Steven_M
Former Staff
4 years ago

Hi owat1 

 

The filename generated when using the Send to Disk functionality for sales is based on a pre-defined value i.e. INV and then the invoice number. A user is not able to change that default filename to be in a different format.

 

Should a different filename be required it would need to be done a per transaction basis when saving the sale.

  • owat1's avatar
    owat1
    4 years ago

    Thanks Steven for getting back to me.

     

    Have a great day.

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