Formatting

This section determines the pattern that is used to generate the reference numbers for invoices, drafts and credit notes.

  Any changes are proactive, meaning they will only apply to invoices you issue after the change. All invoices issued prior to the change will stay as they were.

Invoice reference

  1. If the side menu is not visible, click

  2. In the side menu, click Settings.

  3. Click Formatting.

  4. In the Invoice reference section, set the pattern for invoice, draft and credit note reference numbers.

  5. Click Save changes. 

settings_invoice_reference.png
Settings for invoice numbering
 

Setting rounding precision

These options allow you to determine the number of decimals to use in invoice totals; by default, invoice totals are rounded to two decimal places.

  1. If the side menu is not visible, click

  2. In the side menu, click Settings.

  3. Click Billing and accounting.

  4. Click Formatting.

  5. In the Amount rounding section, set the level of invoice rounding precision.

  6. Click Save changes.

settings_amount_rounding.pngSettings for rounding

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