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Account SettingDescriptionShortcode MappingsExampleExample Shortcode
Invoice PDF File Name (Client Invoices)Default name for Client invoices that are saved as PDF or emailed as attachments.
  • {0} - Invoice Number
  • {1} - Client Name
  • {2} - Client Number
  • {5} - Invoice Date
Invoice for Acme CorporationInvoice for {1}
Invoice PDF File Name (PO Number Invoices)Default name for PO invoices that are saved as PDF or emailed as attachments.
  • {0} - Invoice Number
  • {1} - Client Name
  • {2} - Client Number
  • {5} - Invoice Date
  • {6} - PO Number
Invoice INV00031 for PO JDF00482291Invoice {0} for PO {6}
Invoice PDF File Name (Engagement Invoices)Default name for Engagement invoices that are saved as PDF or emailed as attachments.
  • {0} - Invoice Number
  • {1} - Client Name
  • {2} - Client Number
  • {3} - Engagement Name
  • {4} - Engagement Number
  • {5} - Invoice Date
  • {6} - PO Number
06/05/2012 - Invoice INV00031 for P001023{5} - Invoice {0} for {4}
Invoice PDF File Name (Project Invoices)Default name for Project invoices that are saved as PDF or emailed as attachments.
  • {0} - Invoice Number
  • {1} - Client Name
  • {2} - Client Number
  • {3} - Engagement Name
  • {4} - Engagement Number
  • {5} - Invoice Date
  • {6} - PO Number
  • {7} - Project Name
  • {8} - Project Number
Invoice for project Rocket Propelled Roller Skates (P0001023-001)Invoice for project {7} ({8})
Invoice Name Format (no date range)

Default name for new invoices that do not cover a date range or only have a start date. Engagement name and code are listed twice so that you can show both for project level invoices.

If you invoice at the client or PO level then

  • {0} - Client Level 0*
  • {1} - Client Level 1*
  • {2} - Engagement Name (for engagement/project client levels only)
  • {3} - Engagement Code (for engagement/project client levels only)
Invoice P001020Invoice {3}
Invoice Name Format (with end date)Default name for new invoices that only have an end date. Engagement name and code are listed twice so that you can show both for project level invoices.
  • {0} - Client Level 0*
  • {1} - Client Level 1*
  • {2} - Engagement Name (for engagement/project client levels only)
  • {3} - Engagement Code (for engagement/project client levels only)
  • {5} - Invoice through date
Invoice for P00120-001 through Oct 30, 2013Invoice for {1} through {5}
Invoice Name Format (with start and end dates)Default name for new invoices that have both a start and end date. Engagement name and code are listed twice so that you can show both for project level invoices.
  • {0} - Client Level 0*
  • {1} - Client Level 1*
  • {2} - Engagement Name (for engagement/project client levels only)
  • {3} - Engagement Code (for engagement/project client levels only)
  • {4} - Invoice from date
  • {5} - Invoice through date
Invoice for Rocket Propelled Roller Skates for work from Oct 1, 2013 through Oct 31, 2013Invoice for {0} for work from {4} through {5}
Invoice Email Subject FormatBy default the Invoice distribution email uses the invoice name in the subject line. The default can be change to use the invoice number instead.
  • {0} - Invoice Name*
  • {1} - Invoice Number*

06/05/2012 - Invoice RPRS Implementation for P001023

06/05/2012 - Invoice INV00031 for P001023

{5} - Invoice {0} for {4}

{5} - Invoice {1} for {4}Invoice P001020

INV00031

{0}

{1}

You may have noticed that in the previous table that we had some asterisked shortcodes for Client Level. This is because the value of the shortcode depends on what the client level is. The tables below explain the value 

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