Quote and Invoice Numbers

By default, invoice and quote numbers use the related CRM Deal's ID which can be found at the end of the deal's URL from your CRM. Paycove allows for customized quote and invoice numbers with numbers and letters to stay organized. This ability ensures compliance with accounting regulations.

In the template editor, you have the option to choose which numbers your quote and invoice numbers begin at.  From there, they will count up with each quote or invoice created. 

In the same pop-up, you choose to use the CRM’s deal name in place of the standard number. 

You can further customize your quote or invoice number to include a precursor.  

By default, the precursor is set to add “Quote” or “Invoice” before each number. Using an if statement with liquid templating allows you to customize the name for quotes and invoices to be dependent on given traits of the deals. For example, maybe you want the words "Quote" and "Invoice" to always be in German. You would then add this line to your Quote/Invoice Number Precursor:

{% if deal.type == 'Invoice' %} Rechnung {else} Angebot {% endif %}

This will cause invoices to say ‘Rechnung’ and quotes to say ‘Angebot’ before their assigned number.

The edits made to your Quote/Invoice Number Precursor will apply to all quotes and invoices, regardless of the template.

To edit a specific quote/invoice number, select the quote and edit the number. This will override the standard number established from the template rules.

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