Project management

Generating default invoice reference numbers

Use the
Default Invoice Reference Number
 dialog to set up how DT Practice generates reference numbers for invoices.
To open this dialog, go to the Billing and A/R tab on the Firm setup screen, mark the
Enable default invoice reference number
 checkbox, and then select the More button.
You can construct these numbers using any combination of the following fields (along with optional separators):
  • Invoice Number
  • Associate ID
  • Due Date
  • Firm Year End Date
  • Invoice Count
  • Invoice Date
  • Invoice Office ID
  • Partner ID
  • Period End Date
  • Text
  • Today’s Date

Setting up reference numbers

To set up default reference numbers, follow these steps.
  1. Choose a field from the drop-down list in the next available row.
  2. For the
    Text
    ,
    Invoice Count
    , and all date fields, select or enter secondary criteria.
    • Date fields: Choose the date format from the drop-down list
    • Text
       field: Enter the text in the field provided
    • Invoice Count
       field: Mark the appropriate checkbox(es)
  3. To add another field, select the button and return to the first step above. If you are finished adding fields, continue to the next step.
  4. If desired, use the drop-down list in the
    Separator Type
     field to select a separator that will appear between each field used in the reference number.
    note
    The
    Sample
     field provides a preview of a reference number using the criteria you have chosen.
  5. Select
    OK
     to return to the Billing and A/R tab, and select
    Enter
     to save your changes.

This article applies to:

  • Product: DT Practice