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Documents format

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”.

Document date format

  • Date format for all documents: Choose the date format as it appears on the documents.

Invoice number

  • 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).

credit note number

  • 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).

proforma and packing numeration

  • 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