Invoice Organization

Invoice Template

Organize your invoices by date and client name. This template is perfect for freelancers, accountants, and businesses that need to manage financial documents with consistent naming conventions.

Naming Pattern {date}-invoice-{client}-{invoice_number}

Template Fields

Field Description Example
{date} The invoice date (automatically extracted or set to today) 2024-01-15
{client} Required Company or client name acme-corp
{invoice_number} Optional Invoice ID or number inv-2024-001

How It Works

  1. 1 Extract the client/company name - FilesDesk AI analyzes your invoice to identify the client or company name from the document content.
  2. 2 Find the invoice number or ID - The AI looks for invoice numbers, reference IDs, or document numbers within the file.
  3. 3 Identify the invoice date - The system extracts the invoice date from the document or uses the file's creation date as a fallback.

Examples

Before & After Renaming

Invoice_12345.pdf → 2024-01-15-invoice-acme-corp-12345.pdf
scan_20240110.pdf → 2024-01-10-invoice-techstart-inv-2024-042.pdf
document(1).pdf → 2024-02-01-invoice-globalcorp-gc-2024-001.pdf
IMG_20240215_143022.jpg → 2024-02-15-invoice-localshop-receipt-789.jpg

Transformations Applied

Lowercase

Client name is automatically converted to lowercase for consistent file naming (e.g., "ACME Corp" becomes "acme-corp")

Hyphen Separator

Uses hyphens (-) as the separator between all pattern elements for clean, URL-friendly filenames

Who Is This For?

Briefcase

Freelancers

Track client invoices and payments easily

Calculator

Accountants

Organize financial documents by date and client

Building

Small Businesses

Maintain consistent invoice naming

FileText

Bookkeepers

Simplify tax preparation and audits

Start Organizing Your Invoices

Download FilesDesk and use this template to bring order to your financial documents.

Download FilesDesk