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      Customizing Allowed Characters in Invoice Number Formats

      A brief tutorial for adjusting Character Settings for Invoice Numbers with Nimbello

      Invoice numbers are often formatted to include specific characters, such as colons, dashes, or other symbols. This guide provides a step-by-step process for adjusting the accepted characters within the invoice number format settings, allowing you to customize them according to your organizational needs.

      special characters

      1. Access Invoice Number Settings:

        • Start by navigating to Set Up > Client Info in your account dashboard.

      2. Open Invoice Settings:

        • In the Client Info section, click on Invoice Settings to access configuration options for your invoice numbers.

      3. Adjust Accepted Characters:

        • Locate the field for accepted characters within the invoice number format settings.
        • Enter the specific characters you’d like to allow, such as colons (":"), dashes ("-"), or other symbols.

      4. Save Your Changes:

        • Click Add to include the new characters, and then select Save to apply the updated formatting.