Forum Discussion

JeremyH's avatar
JeremyH
Contributing User
13 days ago

Saving Invoice Default File Name

Hi,

 

how can I change the invoice default file name when I save the invoice to disk from being INV[invoice number].pdf to Tax Invoice [invoice number].pdf

 

We save all our invoices to then manually email to our customers and having to always change the file name when saving the invoices is annoying.

  • Doreen_P's avatar
    Doreen_P
    MYOB Moderator

    Hey JeremyH,

     

    That must have been an extra effort to change the invoice file name manually. The filename generated when using the "Send to Disk" functionality for sales is based on a pre-defined value, i.e., "INV," followed by the invoice number. Unfortunately, users cannot change this default filename to a different format within the software.

     

    Best regards,

    Doreen