Admins can customize the file names used for invoice, proforma invoice, and payment receipt PDF attachments.
To access this setting, go to your profile icon → Settings → Financial → Invoice attachment name templates.
Configure the default file name for invoice PDF attachments sent via email. Available placeholders:
#number#— invoice number#issued#— issue date#company#— company name#client#— client name
Example: #client#_#number#_#issued# → Company_2024-0001_2026-06-12.pdf
You can set a separate name template for each document type:
Outgoing invoice
Proforma invoice
Payment receipt
Once configured, the template is applied automatically whenever these documents are sent by email or downloaded. For example, when sending an outgoing invoice, the attachment name shown in the Send mail window will follow the template you defined:
