Change default file name for Invoices

owat1

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 ORD00021589 and if it's an invoice, the file name should come up as INV00021589. 

 

Thanks

Olivia

Steven_M

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.