➡️ If you're using LSP.expert V1, click here.
You can define any name you want for the PDF documents you create using LSP.expert.
You can do that at two different places: in the document itself (just before sending it) and at the client level.
In the document itself:
When you're in an invoice, a quote or a purchase order, click on Edit in the Billing options panel. This will open a popup where you can modify the file name format (by default, the file name format is the one defined at the client level).
As soon as you modify the file name format in this popup, an option will appear to ask if you would like to update the details at the client level to reflect this change. If this change only concerns this document, don't toggle this option. On the other hand, if you would like this change to apply to all your future documents for this client, don't forget to toggle it.
At the client level:
To adapt the file name format at the client level, click on Edit in the Overview panel of the client and scroll down to the bottom of the popup that opens. The little 'i' explains which variables you can use to insert the number, the month or the year in the name of your files.
All your documents for this client will then be created using this name format.
If you're using LSP.expert V1
You can define any name you want for the PDF documents you create using LSP.expert.
You can do that at two different places: in the sending screen itself (just before sending your document) and at the client level (Clients tab under People).
In the sending screen:
When you're in an invoice, for example, you first have to click on Actions > Email invoice (or Email quote, in the case of a quote).
Once you're in the sending screen, you simply have to click on the little pencil next to the name of the document to be sent (at the bottom). Please note that the changes you make here in the name format will be automatically saved at the client level (meaning that all your future documents for this client will be created using the same name format).
At the client level:
To adapt the file name format at the client level, you have to edit the corresponding field for the client concerned. All your documents for this client will then be created using this name format.