tologo Codes

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Codes are used to identify documents. They can contain different information and have different view.

 

You can customize Global Codes on the Codes page of the Advanced Settings window.

To open Codes page click Codes in the left part of the Advanced Settings window.

codes

 

Click Next Codes: button to open the Next Global Codes window and set the Global Code which will be assigned to the:

next Project;
next Invoice issued to clients;

 

next global

 

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

pref_suf

 

Note: After Enable annual numbering resets is selected, these resets cannot be disabled back!

 

.RTF files options determine what code will be used when automatically generating file names for Invoices (it can be Client-Specific or Global).

 

rtf codes

 

_bm2

 

See Also: Advanced Settings