Generate custom invoice numbers to suit the way your company operate.
Video Walkthrough
Written Guide
Navigating to the Invoice Settings
Click on the Invoices tab and select Invoice Settings. This will open the Invoice Settings window. Although the window might appear complicated at first glance, it's designed to provide flexibility for different preferences for automated invoice numbering.
When you click on the question mark icon next to Invoice Code, you can see different pre-set formats. Hover over each code to see a preview of how it will appear.
Type your preferred code manually into the Invoice Code field. The number displayed on the right indicates the next number that will be used when an invoice is generated.
Setting Basic Invoice Numbering
To set a simple, sequential invoice numbering system, reduce the pre-populated data in the Invoice Code field to just the Invoice Code alone. Once you've made these changes, click on the Save Settings button.
To verify that your changes have been successfully applied, go to the Invoices tab, select Invoice List, and click on the + New Invoice button.
After creating a new invoice, you should see the invoice number field reflect the data that was displayed in the Invoice Settings window.
Creating Formatted Invoice Numbers
If you prefer your invoice numbers to have a specific format, such as "0004" or "00004", you can adjust the Invoice Code field in the Invoice Settings. For a four-digit invoice number, input format(invNum,"0000"). For a five-digit number, input format(invNum,"00000").
Adding a Prefix to Invoice Numbers
If you want to add a prefix to your invoice numbers, include the prefix followed by an underscore and plus sign before the existing values. For example, if you want your invoice number to display as "INV_0004", your Invoice Code should be "INV_" + format(invNum,"0000").
To display it as "INV0004", the Invoice Code should be "INV" + format(invNum,"0000").
Remember to click on the Save Settings button once you're done with your changes. This ensures that your preferences are applied to future invoices.
If you encounter any issues while setting up your automated invoice numbering system, don't hesitate to reach out for help. We can assist you in creating an automated invoice code that suits your specific needs.