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.
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
Extract the client/company name
FilesDesk AI analyzes your invoice to identify the client or company name from the document content.
- 2
Find the invoice number or ID
The AI looks for invoice numbers, reference IDs, or document numbers within the file.
- 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
| Original file | Renamed to |
|---|---|
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
| Transform | What it does |
|---|---|
| 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?
| Who | How they use it |
|---|---|
| Freelancers | Track client invoices and payments easily |
| Accountants | Organize financial documents by date and client |
| Small Businesses | Maintain consistent invoice naming |
| Bookkeepers | Simplify tax preparation and audits |
Related
Download FilesDesk for Mac or Windows. Use this template to bring order to your financial documents.