Having a hard time distinguishing one document number from the next? Add a suffix or prefix to help you out.

For example, use the prefix/suffix “INV”, to make invoices stand out from quotes and sales orders. The invoice number would now be “INV1115”, or “1115INV”, instead of “1115” by default.

To set up document prefixes/suffixes, go to the Admin > Company Settings > Documents. Under each available Document type (quote, proposal, sales order, and purchase order), go to the desired section under the enable option to add a static five character alphanumeric prefix or suffix. The text field accepts the use of letters, numerals, dots, dashes, and underscores. The maximum document number including the prefix or suffix is 13. Select either the “Prefix” or “Suffix” button and save.

Note: The use of symbols may cause errors to occur with some 3rd party integrations. Please check with that application before applying this change.