Introducing Invoice Prefix Customization for Tailored Business Invoicing

Invoice Prefix Modification for Enhanced Customization

In an ongoing commitment to provide enhanced customization and flexibility, we are excited to introduce the Invoice Prefix Modification feature. This update allows users to tailor their invoices to better align with their business practices.

What’s New?

Previously, the invoice prefixes were fixed to “INV,” which may not have suited every business’s unique invoicing needs. Now, users have the freedom to modify the prefix, ensuring that invoices remain consistent with their preferred naming conventions.

How to Use

The process to change your invoice prefix is straightforward and user-friendly. Follow these simple steps:

  1. Navigate to Payments: Start by accessing the Payments section in your account.
  2. Go to Invoice Settings: Within the Payments section, head over to Invoice Settings.
  3. Change Invoice Prefix: Here, you can modify the invoice prefix to your desired convention.
  4. Save Changes: Once you’ve made your changes, ensure you click ‘Save’ to update the settings.

Navigating to Invoice Settings

Changing Invoice Prefix

From this point forward, any new invoices you create will automatically include the updated prefix.

New Invoice Prefix in Use

Why We Built It

Customizability is a core value that SMBcrm champions, as it empowers businesses to maintain consistency and reflect their identity within operational documents. The ability to customize invoice prefixes is a small yet significant step toward offering businesses the flexibility they need in their financial documentation processes.

For further assistance on modifying invoice settings or any other software inquiries, don’t hesitate to reach out to our support team.


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