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.
