Invoice and credit memo prefix customization is now GA

^{Moderate Upgrade}

The UI improvements that were introduced for invoice and credit memo prefix customization in Release 739 are now GA. Administrators can now configure document numbering prefixes for invoices and credit memos directly in the UI. A new Document numbering section is available on the Invoice & Credit Memo page, where admins can set unique or identical prefixes for invoices and credit memos, including support for dynamic variables. This enhancement also introduces validation rules that prevent spaces and allow only hyphens (-) and slashes (/).

Several billing settings pages have been renamed by removing the word "settings": Invoice settings → Invoice & Credit Memo, Tax settings → Tax, and Revenue shares settings → Revenue share.

Feature enablement

This feature is enabled by default.

Setting enablement

No setting enablement is required.

Documentation

Refer to the following:

• Configure document numbering
• Invoice & Credit Memo
• View invoice details
• Create credit memos
• Manage credit memos
• Relevant topics have been updated with the new terminology Invoice settings → Invoice & Credit Memo, Tax settings → Tax, and Revenue shares settings → Revenue share.