Display the Customer Reference ID on Invoices

You can choose to display the Customer Reference ID on Invoices across all output formats, including the Invoice preview, the public landing page, the PDF document, and JSON output. This is helpful for businesses that use internal reference values for ERP reconciliation, reporting, or automation.

To enable and customize the label

1. In Advanced Billing, go to Config > Settings
2. Select Invoices and, under Invoice Customization, scroll down to the Document Settings section.

3. Check the Show Customer Reference ID box.

   

4. Next, from the same Settings screen, click Language Settings.

   

5. Open the Actions dropdown and select Customize Language.
6. Scroll to the Customer Reference ID Label field and enter your preferred label.