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Edit PDF attachement name?
Hi,
Just sent my first invoice with Harvest. I noticed the PDF seems to be named with “Document Title” in translations as well as invoice_id + company_name.
I tried looking in the options to see if I could configure this differently but there doesn’t seem to be a place. It would be appreciated if someone could redirect me to the proper place in the dashboard if there is one.
If there isn’t a solution for having a custom PDF invoice name, does anyone know if this feature will be implemented in the future? I think it would be great.
Thanks.
Sorry, I’m not exactly sure what you’re trying to do. All of the options for renaming field names on an invoice are in Invoices > Configure > Translations that you’ve found.
All PDFs that are attached to invoices follow the naming convention that you’ve described. We currently don’t have any options to modify this, but I’ll add your feedback to our notes.
Thanks for using Harvest!