Invoice Numbers and Invoice File Format

Invoice Numbers and Invoice File Format

To customize the next Invoice Number and Bill image format settings for the firm, choose Office > Firm Settings, and click General under the Billing heading.

Choose the Invoice Number that will be assigned by default to the next Bill that is posted. The value shown here is automatically incremented as numbers are assigned.

Choose whether the Bill images for posted Bills (and for Reminder Statements posted with interest) will be automatically saved in PDF format, Word format, or both.

Tip: If you don't need both formats, choose just one for better performance.