Is there any way to customize the default name for downloaded invoice PDFs?
At the moment it's a random string of letters & numbers. I have been renaming them individually each time i have to download them, but it would be helpful if I could just set a default naming scheme. For example: [Company Name] Invoice [invoice #] for [Customer Name]
I appreciate you reaching out with such valuable feedback. I'd be glad to share more information about downloading PDFs in QuickBooks.
QuickBooks makes it easy for you to manage your invoices as you can easily edit and download them. Based on what you've described, you'd have to manually edit the invoice name when you're downloading it. There's isn't an interface which allows you to edit your invoice PDF name when downloading the invoice except outside of the program. In the meantime, you can edit the invoice template by following this helpful article here: Customize invoices, estimates, and sales receipts in QuickBooks Online. The article goes over all the info you need to know when customizing how your invoice looks to you and your customers.
I recommend sending this as feedback to our engineers because what you've described is time-saving feature that'll help busy business owners like you streamline their work. To send feedback, click on the Gear icon and look for Feedback. If you have any questions or concerns, don't hesitate to reach back to me in the comments below. I'll be here. :)
How ridiculous that the default nomenclature for the .pdf Sales Receipt is called 'Cash_Sale_..."
1. This documentation has nothing to do with "CASH",
2. The nomenclature is totally unprofessional and referencing"CASH" is confusing to customers,
3. We should have the option to set up the default file name to reflect our specific documentation purposes eg. 'Your documentation', 'Your statement' etc., and
4. At a minimum the default file name should be "Sales Receipt" to reflect the ACTUAL template being used. WHY CASH!?
In addition, 5. Why is there no option to change the font typeface within the body of the email message? It currently defaults to Times New Roman - which is not on-brand for our company. At least include some basic typefaces to choose from.
Thank you for your feedback @itravel. You make some great points and I can see how some slight changes in functionality could make the process of sending invoices and sales receipts to your customers a more custom and streamlined process. Here at QuickBooks we're always open to suggestions and ideas from users like you, and take them into consideration when making improvements and adding new features to our programs. Navigating to the Gear icon, then locating Feedback is the best way to share your ideas with our product development team. This team works hard every day to ensure that our small-business accounting software can meet the needs of our customers.
Please drop a line here in the Community if you have any further questions.