Set your own invoice numbers

Custom number ranges for invoices and quotes, editable line-item labels and several improvements to finance documents.

More control – and a few fixes – around quotes, invoices and delivery notes.

New

  • Custom number ranges – invoice and quote numbers can now be configured. The default is the native Univents format (without the year).
  • Edit line-item labels – a line item's display name is editable and carries through to the PDF exactly as written.
  • Manual line to booking – a manually entered line item can be promoted into a real booking.

Fixed

  • In the PDF, {event_location} now falls back to the address stored on the event when no venue is linked.
  • {Customer_Company} uses the contact name as a fallback for company contacts.
  • The phone number falls back to the workspace number when the clerk has none on file.
  • Staff line items are now grouped correctly under the delivery note in the PDF.
  • Missing line-item descriptions now fall back to the product.