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How to Change Your Default Invoice Prefix

How to Change Your Default Invoice Prefix

This guide explains how to change your default invoice prefix in Clientility. Your invoice prefix is used to help label and organize invoices created in your account.

Houda Zogheib
June 11, 2026

1. Open Settings

Click Settings from the main sidebar to access your account configuration options.

2. Go to Defaults

Click Defaults to access your default configuration settings.

This section is where you can manage preset values used across your account.

3. Enter Your Invoice Prefix

Enter the invoice prefix you want to use going forward.

For example, if you enter IN, your invoices can be labelled with that prefix before the invoice number.

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