All generated documents (invoices, pro-forma, packing slip and credit notes) are saved with a default name provided by the plugin. However you can easily change this in YITH > PDF Invoices > “Documents format”.
- Date format for all documents: Choose the date format as it appears on the documents.
- Add prefix/suffix to the invoice number: decide to show a custom text before/after the invoice number.
- Invoice prefix: Text before the invoice number.
- Invoice suffix: Text after the invoice number.
- Invoice number format: How to show the invoice number, created using placeholders. (the [number] placeholder is required).
- Invoice file name format: How to show the file name, created using placeholders. (the [number] placeholder is required).
- Add prefix/suffix to the credit note number: decide to show a custom text before/after the credit note number.
- Credit note prefix: Text before the credit note number.
- Credit note suffix: Text after the credit note number.
- Credit note format: How to show the credit note number, created using placeholders. (the [number] placeholder is required).
- Credit note name format: How to show the file name, created using placeholders. (the [number] placeholder is required).
- Pro-forma invoice file name format: How to show the pro-forma file name, created using placeholders. (the [number] placeholder is required).
- Packing slip file name format: How to show the packing slip file name, created using placeholders. (the [number] placeholder is required).
Placeholders for file name
You can use the following placeholders to set the file format:
- [number]: document invoice number
- [prefix]: invoice number prefix, if any
- [suffix]: invoice number prefix, if any
- [year]: year of document generation, 4-figure format
- [month]: month of document generation, 2-figure format
- [order_number]: order number