Billings Pro Help
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# Setting up filenames for estimates, invoices, and statements

File names are completely customizable. In the Numbering Preferences, you can add keys to customize filenames for saving estimates, invoices, and statements. For example,

- %estNum% key saves your estimate by allocating the "Estimate #" as the filename.
- %invNum% key saves your invoice by allocating the "Invoice #" as the filename.
- %estNum%%date% key combines the 'Estimate #' and 'current date' and assigns it as the filename.
- %staNum%-%clientName% saves your statement by combining the 'Statement #' and 'client name'and assigning it as the filename.

To learn more about other key combinations for specifying filenames, click here .

## To set up a filename to save an estimate, invoice, and a statement

1. Choose Billings Pro > Preferences.
2. Click the Numbering tab.
3. Enter the appropriate key(s) to customize filenames:
   - To set up a filename for estimates, enter the appropriate key in the Estimate field.
   - To set up a filename for invoices, enter the appropriate key in the Invoice field.
   - To set up a filename for statements, enter the appropriate key in the Statement field.
4. To update the information on Billings Pro Server immediately, click Sync. Otherwise, Billings Pro syncs with Billings Pro Server every 5 minutes automatically and will update the information during the next sync.

Note: When you send an estimate, invoice, or statement by email, the subject of your email shows information in the same format matching the filename format you have entered in the Preferences. If no format is chosen, then the subject of your email says "Estimate" for estimates, "Invoice" for invoices, and "Statement" for statements.

## See also

Setting up numbering for estimates, invoices, and statements