This guide explains how to add a global reference that will appear on all your future billing documents.

Introduction

• This reference, with a maximum of 128 characters, will appear on your invoices and pro forma documents.
• It will be automatically applied by default to all your future documents, so you won't need to re-enter it each time!

Add a global reference from your billing settings

Prerequisites

• You must be an Administrator or Legal Representative within the Organization…
  • … or a simple user account but with the permission to manage accounting enabled:
    

To add the desired global internal note:

1. Click here to access the configuration/accounting page in the Infomaniak Manager (need help?).
2. Click on the + to Add a reference:
   
3. Fill in the field with your internal note.
4. Validate with the button (the reference can also be deleted in the same place using the Trash button):
   
5. Find the added reference on your documents
   

Add a custom reference to a single document

Please note that this reference replaces the global note configured above:

1. Click here to access the configuration/accounting page in the Infomaniak Manager (need help?).
2. Click on the action menu ⋮ to the right of the document in question.
3. Click on View details:
   
4. Click on the + to Add a reference:
   
5. Fill in the field with your internal note.
6. Validate with the button (the reference can also be deleted in the same place using the Trash button):