Formatting

This section determines the pattern that is used to generate the reference numbers for invoices, drafts and credit notes.

Invoice reference

1. If the side menu is not visible, click

2. In the side menu, click Settings.

3. Click Billing and accounting.

4. Click Formatting.

5. In the Invoice reference section, set the pattern for invoice, draft and credit note reference numbers.

6. Click Save changes.

Note: These settings affect new invoices only. Changing these settings will not affect existing invoices.‌

Settings for invoice numbering

Setting rounding precision

These options allow you to determine the number of decimals to use in invoice totals; by default, invoice totals are rounded to two decimal places.

1. If the side menu is not visible, click

2. In the side menu, click Settings.

3. Click Billing and accounting.

4. Click Formatting.

5. In the Amount rounding section, set the level of invoice rounding precision.

6. Click Save changes.