Document numbers and export branding
How quotation, invoice, project, and packing list numbers work, and what customers see.
Exports use your organization branding: legal name, logo, address, bank, and terms. They never show Exreach as the seller.
Set branding in Customization, Organization, and Documents.
Number pattern
Settings → Documents stores the prefixes. At runtime a number looks like prefix + date + sequence.
Examples of default prefixes:
| Document | Typical prefix |
|---|---|
| Quotation | QT |
| Proforma invoice | PI |
| Commercial invoice | CT |
| Project | PRJ |
| Service project | SVC |
| Packing list | PL |
Packing list numbers use the invoice sent date, are assigned on first export, and then stay on the project.
Invoice export
- Choose the organization bank for that export.
- Buyer name uses the company legal name, with a fallback to the short name.
- Terms come from the invoice record. They do not live-update from Settings after you saved the invoice.
Excel and PDF
Quotations and invoices export Excel. Invoices also export PDF. Sourcing projects can export a packing list Excel and a project report after close.