In Tally the default file name for an invoice is 'InvoiceName-Invoicenumber.pdf', ie' Invoice-200.pdf'. This can be changed within Tally’s advanced settings.
Changing the Invoice File Name
Change the invoice filename by going to Settings > Advanced Settings > Invoice Filename. Using the text box here, define how you would like your invoices to be named:
- Static Text - Type any static text that should appear in the invoice filename.
- Variables - Variables you can use include [invnum], [invname], [invdate], [invdue], [custref] and [custcode].
MyCompany Invoice [invnum] [custcode] - [invdate].
MyCompany Invoice 4 CUST002 - 20/05/2013.
If you need to each Invoice Filename to differ from customer to customer then tick the checkbox Override on a per customer basis.