Edit a Prefix and / or Number
TrafficLIVE assigns a prefix and number to every quote, job, invoice, purchase order, tender, and expense sheet. You can configure these according to your company preferences.
To edit a prefix and/or number, complete the following steps:
- Click .
- Click Configure Company Details.
- On the General tab, in the Numbering Details section, select Override in the row that you want to edit.
-
Do
one or both of the following:
- Click on the prefix and enter a new value.
- Choose a new number from the drop-down.
- Click Update Agency Details. The prefix and/or number is updated, Override is cleared, and the line becomes read-only.