How can I change the filename for my invoices?

You can learn how to change the “Document Filename” of your invoice by following the steps below.

  • Click on the “Templates” section in our app’s navigation bar and select the “Invoice Details” section in the right side menu.
  • Change the filename from the “Document Filename” field.
  • Click on the “Save” button on the top right corner.

By default, your document filename is invoice-{{ }} which is shown as invoice -#1001 when it is sent.

If you want to use your custom invoice number as a filename, you need to change the {{ }} variable to {{ order.custom_invoice_name }}.


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