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Harshini Harsthavaram

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August 23, 2023

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Biz with Swipe

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Product FAQs

How to add multiple invoice prefixes on Web

How to add multiple invoice prefixes on Web

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Step 1: Go to “Sales” and select “Invoices”.

Now, click on the “Document Settings” Option at the top right corner of the screen.

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Step 2: Click on “Add New Prefix”.

Select the “Invoice Prefix” option and click on “+Add New Prefix” from the drop down menu.

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Step 3: Add the invoice prefix

Select “Invoice” from the navigation bar and click on “+ Add Prefix.”

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A New Form appears. Here, enter the Prefix and click on Submit.

Note: You can always edit the prefix later.

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Step 4: Select the Default Invoice Prefix (optional)

Select the Invoice prefix and switch on the toggle bar at the respective column to make it default.

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Step 5: Click on “Update Settings”.

Close "Document Prefixes" and Click on “Update settings” from the first form present at the top right corner of the screen.

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Congratulations! You have successfully added a new invoice prefix, and a pop up appears at the top of the screen informing the same.

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