You're able to apply a custom invoice reference for an Operation (Client).
To set up a custom invoice reference:
- In the quick menu navigate to Operations > Approved Operations. Use the search box to find the desired Operation then click their name.
- In the Operations profile, select the Details Card Icon and select the Details Tab and Edit.
- Scroll to the bottom of the panel and locate Invoice Reference
- Then enter the reference you would like to use.
- For example, the Default value will produce the Operation Id number - Invoice Number (020-012). If you enter FOU-TC then the reference number will be FOU-TC-012.
- Click Save.