Download PDFs with Your Preferred File Name Format 📑

You can now customise the filename format for document PDFs downloaded from Refrens!

With Custom PDF File Names, you can:

✅ Include important details in the PDF filename, such as document type, document number, client/vendor name, business name, document date, year, month, and download date.

✅ Choose the order in which these details should appear in the filename.

✅ Select whether the filename should use a hyphen - or underscore _ as the separator.

For example, your downloaded PDFs can follow formats like:

invoice-doc-001-client-name-your-business.pdf

invoice-doc-001-your-business-FY2025-26.pdf

doc-001-client-name-14-09-2025.pdf

This makes downloaded documents easier to identify, organise, search, and share with your team, clients, vendors, or accountant.

Just go to Business Settings → Accounting → Custom Labels and fields → Customise PDF Download Filename to set this up!