How do I change the reference numbers of quotes and invoices?

To change the format of the reference number for future quotes and invoices, go to Settings > Quotes/Invoices from the main menu.

In the Reference number format field, you can edit how reference numbers are generated. Use tokens that will be replaced by the correct values (for example: Reference ID, day, month, year, etc.). A preview of the final result is shown just below the field.

You can also choose whether reference numbers reset monthly, yearly, or never.

Both annual and monthly resets require a reference number format that includes the [year] token, and monthly resets must also include the [month] token.

To edit the reference of a specific quote or invoice, open the document and click the contextual menu then the settings button .

If your company is subject to France’s VAT fraud prevention law, you cannot edit the reference number format for invoices. If necessary, please create a ticket via the support center and we will make the change for you.