You can control how Sufio names the PDF files for your invoices and other documents. By default, a PDF file name includes the document type and its number. But you can also include extra details—like your customer’s name or the document’s issue date—in the file name.
This flexibility helps with organization and identifying invoices. For example, adding your customer’s name makes it clear to whom the invoice belongs, and including the date helps customers sort files chronologically.
To change the file name of your PDF documents:
- In your Sufio account, go to the Settings → Documents page.
- In the Document numbering and defaults section, scroll down to the document type you want to rename.
- From the File name dropdown, select one of the available naming formats.
- Click on the Update settings button at the top of the page to apply the changes.
The predefined file name formats are:
Document type and number
The simplest format, containing just the document type and its sequential number, such as Credit-Note-C0042.pdf.
This is the default format.
Document type, number, and customer name
This format adds your customer’s name to the file name, alongside the document type and number, for easy identification, for example: Credit-Note-C0042-Acme-Co.pdf.
Issue date, document type, and name
The file name starts with the document’s issue date (in YYYY-MM-DD format). This way, you can quickly see when a document was created just by looking at the file name, such as 2025-09-30-Credit-Note-C0042.pdf.
Custom workflow
A custom workflow lets you create a completely custom naming scheme beyond the default options. For example, you can include the name of your brand or due dates, or create documents with unique formats for different groups of customers, sales channels, or based on order properties.
If the predefined options don’t meet your needs, Sufio’s team can set up a custom file name format for you.
Need help?
If you select Custom workflow, contact our support team, and they will set up your custom naming format according to your preference.
Now, any new PDF documents you or your customers receive via email or download from Sufio will use the new file naming format.
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