Inconsistancy in file name conventions sales invoices

1

I’ve noticed an inconsistency in the file name conventions of a quote, sales invoice and debet note. If I

  1. print the sales invoice and save as pdf (macOS) the file name is: [business] - [customer] - Invoice [number]
  2. pdf the sales invoice the file name is: [customer] - Invoice [number]
  3. e-mail the sales invoice the file name is: [business] Invoice [number]

Besides the fact that others would like to be able to determine the conventions themselves via the Settings, it would be nice that the current hard coded naming conventions would be the same.

This improves the way I archive the sales invoices and quotations (outside Manager). With the same names the documents will be in alphabetic order. Now I have to edit them because I use different ways of creating quotes, invoices and debet notes depending on the situation.

Thanks!

2

Referring to your numbered items:

  1. This is entirely under the control of macOS, not Manager.
  2. This makes sense from your perspective. The name tells you both the customer and the invoice number, information useful to you.
  3. This makes sense from your email recipient’s perspective. It gives your name and the invoice number, information useful to the recipient. After all, they already know their own name.

You can rename a PDF to anything you like. Manager cannot anticipate your file naming preferences.

Why bother with this? Manager archives them for you.

3

You’re good! I agree on all your arguments.

Thanks for your reply.