Skip to Main Content
AgExpert Accounting Ideas
Categories Transactions
Created by Guest
Created on Jan 30, 2026

Invoices - file name of downloaded invoice should be customers instead of owner

Presently when generating an invoice, when you go to save it, it names the file with the invoice number and primary business owner name, however it would be more logical to have the invoice number, date and name of the customer it is going to instead. Customers are renaming this every time they generate an invoice and this could be an added efficiency to save time.

  • Attach files