I’ve searched the forum and I didn’t see this addressed (maybe I just missed it).
I have a few clients who require a “Job #” to be on their invoice. Right now I have been putting that number in the Purchase Order Number field, but it would be nice to be able to create a new Invoice Template with that simple change. Then I could choose that template for those particular clients and keep the default invoice template for others. (Also, I can’t get rid of that “#” symbol in the field and it’s unnecessary with the word “Number” in the field).
I looked at the View Templates setting and even tried to create a new one, but I’m finding it very frustrating. I know a little HTML, but I don’t see an obvious way to just change a field name.
Otherwise, I’m very much liking Manager for my purposes, and congratulate you on a great program. Thanks!
Actually, I did eliminate the “#” in the custom template I created using “Job #”. But it’s the “#” in the Main template that I want to get rid of. The heading says “Invoice Number”, but then the field also has the “#”, which is unnecessary. I just don’t see a way to eliminate that.
that is because there is no invoice prefix option in the newer versions.
you can directly enter the prefix in the invoice number field.
but you will have to manually enter the invoice numbers with prefix every time if you set alphabets and symbols as a prefix.
if you just enter numbers as prefix, say 1700001 where 17 is the prefix to identify the financial number and 1 is the invoice number, Manager will automatically make the next invoice number as 1700002. Make sure you set enough zeros as per your requirements over a year.