Codes

In TO3000 3D "global" codes are used to identify projects, clients, and invoices. These codes are generated automatically each time a new project, client or invoice is created, and cannot be edited by users.

Setting Next Codes

Click the Next Codes button to forcefully set the next Global Code which will be assigned to the next Project created and the next Invoice issued.

NOTE: The next code cannot be less than the last code of this type in the database. Thus if you already have a project with code 010, the next project code cannot be set 10 or less (even if some projects were deleted).

Editing Global Invoice Code display format

Also you can customize the prefix and suffix of Global Invoice Codes and enable annual numbering resets.

To add a prefix or suffix to invoice codes, type it into the Prefix or Suffix fields directly. If you wish to add a date or year as a prefix, use the common Windows date codes to specify the format in which the date must be added to the global invoice code:

Example:

YYYY - will display a four digit year, while YY will display two digit year;

MM - will display the month number;

DD - will add the date to the template.

Regulations in some countries may require resetting invoice counters each year. TO3000 3D+ can be configured to start invoice counting anew each year, starting with the first invoice issued in a new year. Select the Enable annual numbering resets checkbox to enable annual invoice code resets and adjust the reset date if needed.

NOTE: After Enable annual numbering resets is selected, these resets cannot be rolled back.

Codes in naming RTF files

Codes in naming of .RTF files options determine what code will be used when automatically generating names for invoice files, saved by TO3000 3D in your Business folder. Either the Client–Specific or Global code can be used.