Apply a custom invoice reference for an Operation

You're able to apply a custom invoice reference for an Operation (Client).

To set up a custom invoice reference:

  1. In the quick menu navigate to Operations > Approved Operations. Use the search box to find the desired Operation then click their name.
  2. In the Operations profile, select the Details Card Icon and select the Details Tab and Edit.
  3. Scroll to the bottom of the panel and  locate Invoice Reference
  4. Then enter the reference you would like to use.
    1. 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.
  5. Click Save.


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