Billings Pro Help
Index

# About Numbering Preferences

The Numbering Preferences allow you to customize your retainer label, numbering and file name settings for estimates, invoices, and statements. If you intend to use retainers, you must set up a retainer label. When you apply a retainer on an invoice, Billings Pro automatically creates a special line item on the invoice to display the retainer amount with the selected label.

Under Numbering, the Prefix and Number fields are used to set numbering for estimates, invoices, and statements. You can assign a number to start and Billings Pro increments it as you send more and more estimates, invoices, and statements. The number format could be anything you prefer.

For example, you can set your first estimate to be 1 or 001 or 0001. If this is your case, Billings Pro numbers your second estimate as 2 or 002 or 0002 respectively. Billings Pro respects the 0 padding in the Number field. When you send an estimate, the Estimate # shows the combination of the prefix and number you have set up in the Preferences for "Next estimate."

When you send an invoice, the Invoice # shows the combination of the prefix and number you have set up in the Preferences for "Next invoice." When you send a statement, the Statement # shows the combination of the prefix and number you have set up in the Preferences for "Next statement."

The Filenames section allows you to set up filenames to save your estimates, invoices, and statements. File names are completely customizable. For example,

- %estNum% saves your estimate by allocating the "Estimate #" as the filename.
- %invNum% saves your invoice by allocating the "Invoice #" as the filename.
- %staNum% saves your statement by allocating the "Statement #" as the filename.

When you are done working with Numbering Preferences, click the Sync button to update the information on Billings Pro Server immediately. Otherwise, Billings Pro syncs with Billings Pro Server every 5 minutes automatically and will update the information during the next sync.

## See also

Setting up numbering for estimates, invoices, and statements