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OptionDescriptionNotesSince Version
Invoice Format

The invoice number format. Available tags include:

  • {num} The invoice number (required)
  • {year} The four-digit year
  • {month} The two-digit month
  • {day} The two-digit day

{month} and {day} tags became available in version 3.4

Info

Temporal tags (i.e. {year}, {month}, {day}) are replaced by their current values when an invoice is created. This means that the {num} tag will start anew for smallest time period set in the format. For example, using "{num}-{month}" can generate invoice ID codes such as "15-05", indicating the 15th invoice for the month of May. Once an invoice is generated for the next month, the {num} value will start back at 1, e.g. "1-06" indicating the 1st invoice for the month of June. A format of "{num}-{day}{month}" would cause the {num} value to start back at 1 each day.

 
Invoice Draft FormatThe invoice number format for draft invoices. Available tags include:
  • {num} The invoice number (required)
  • {year} The four digit year
  • {month} The two-digit month
  • {day} The two-digit day

{month} and {day} tags became available in version 3.4

Info

Temporal tags (i.e. {year}, {month}, {day}) are replaced by their current values when an invoice is created. This means that the {num} tag will start anew for smallest time period set in the format. For example, using "{num}-{month}" can generate invoice ID codes such as "15-05", indicating the 15th invoice for the month of May. Once an invoice is generated for the next month, the {num} value will start back at 1, e.g. "1-06" indicating the 1st invoice for the month of June. A format of "{num}-{day}{month}" would cause the {num} value to start back at 1 each day.

 
Invoice Start ValueThe invoice number start value.Changing this value after invoices have been generated will start the next invoice number at this start value plus the increment value. 
Invoice Increment ValueThe invoice number increment value.  
Invoice TypeThe type of invoice that is created by default.Pro forma invoices change to Standard invoices after they have been paid and closed.3.3
Pro Forma Invoice Format

The pro forma invoice format. Available tags include:

  • {num} The invoice number (required)
  • {year} The four-digit year
  • {month} The two-digit month
  • {day} The two-digit day

 {month} and {day} tags became available in version 3.4

Info

Temporal tags (i.e. {year}, {month}, {day}) are replaced by their current values when an invoice is created. This means that the {num} tag will start anew for smallest time period set in the format. For example, using "{num}-{month}" can generate invoice ID codes such as "15-05", indicating the 15th invoice for the month of May. Once an invoice is generated for the next month, the {num} value will start back at 1, e.g. "1-06" indicating the 1st invoice for the month of June. A format of "{num}-{day}{month}" would cause the {num} value to start back at 1 each day.

3.3
Pro Forma Invoice Start ValueThe pro forma invoice number start value. 3.3

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