Document Settings
Document Settings controls the numbering format, person in charge (PIC), and signature image used in Quotation, Invoice, and Work Order PDFs.
To access this page, go to Settings → Document Settings.
Numbering Format
Section titled “Numbering Format”You can set a custom numbering template for each document type:
- Quotation Numbering — format for auto-generated quotation numbers
- Invoice Numbering — format for auto-generated invoice numbers
- Work Order Numbering — format for auto-generated work order numbers
Available Variables
Section titled “Available Variables”Click any variable chip to insert it at the cursor position in the format field.
| Variable | Description | Example output |
|---|---|---|
{{year}} | 4-digit current year | 2026 |
{{month}} | 2-digit current month (zero-padded) | 05 |
{{seq:N}} | Auto-incrementing sequence starting from N; leading zeros set minimum width | {{seq:0001}} → 0001, 0002, ... |
{{seq}} | Auto-incrementing sequence without padding | 1, 2, 3, ... |
Examples
Section titled “Examples”| Format | Output |
|---|---|
{{seq:0001}} | 0001, 0002, 0003 |
{{seq:00001}} | 00001, 00002 |
WO-{{year}}-{{seq:0001}} | WO-2026-0001, WO-2026-0002 |
INV/{{year}}/{{month}}/{{seq:001}} | INV/2026/05/001 |
A live Preview is shown below the format field so you can see what the first number will look like before saving.
Person in Charge (PIC)
Section titled “Person in Charge (PIC)”The PIC name and title appear in the signature area of the PDF.
- Quotation — Person in Charge: full name and title/position printed on Quotation PDFs
- Invoice — Person in Charge: full name and title/position printed on Invoice PDFs
Examples: Name John Doe, Title Director or Account Manager.
Signature Image
Section titled “Signature Image”A scanned or digital signature image can be uploaded to appear in the signature area of PDFs.
- Quotation — Signature Image: signature shown on Quotation PDFs
- Invoice — Signature Image: signature shown on Invoice PDFs
Accepted formats: PNG or JPEG. Transparent PNG gives the best result on PDF backgrounds.
Click Upload Signature to upload an image, or Replace Signature to swap the existing one. Click Remove to delete it.
Saving
Section titled “Saving”After adjusting the numbering format or PIC fields, click Save Changes. Changes apply to all documents generated after saving.