Saving Invoices / Estimates

When saving invoices / estimates is it possible to have something meaning in the prepopulated file name?

EG: Estimate saves as Estimate Estimate Number rather than the unmeaning system file name that there is there at present?

At present the Invoice/estimate name is pre populated with whatever is typed in the first description line

Here’s what I get when I come to save the estimate… also capture of the estimate attached

Kind Regards,

PS. To enable me to provide a better service when I am busy or off site, my phone line will be switched to voice mail so please leave a message and I will get back to you.

Mark Elvin
Tolc Ltd
T/A Vandal Proof Signs & Signs & Graphics Etc.,
Bosch Car Service Centre,
Hornsea Road, Seaton,
E. Yorkshire, HU11 5RQ
Tel: 01964 535275


Hello @banjo_mark

Thank you for clarifying, I understand what you mean.

I thought you were referring to the invoice/estimate name field.

I would simply change the file name, and possibly the folder destination when saving the .pdf file. e.g. 220704customernameinv.pdf. It might be an inconvenience but should only take a few seconds.

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