How do I Customize Invoice Number Generation?

Updated on October 28, 2020 05:26AM by Admin

Invoice app numbering helps in generating the invoice numbers automatically. On enabling the toggle, you can choose your own prefix and starting number.

Steps to customize

  • Login and access the Invoice app from the universal menu.
  • Click on the More(...) icon and select the Settings.
Invoices

  • In the Settings page, click on the Invoice and select the Numbering.
  • Enable the Toggle to automatically generate the number while creating invoices.
Numbering

  • After enabling the toggle, you can set the Prefix as Static Text or Year of Invoice Date.
  • In Static Text - You can set any custom text as per your preferences.
Auto Generate

  • By selecting the Year of Invoice Date, the current year will get updated automatically.
Prefix

  • If the Prefix is selected as the Year of Invoice, then you can view the Reset at the beginning of the year.
  • Enable the to toggle to Reset at the beginning of the Year.
Reset button

  • Then, you can set the starting number for the invoice by using the Starts With.
Starts With

  • Now, go and create the Invoices. You can view the Invoices number as per your customization.
  • If it is selected as a Static Text, you can view the number generated with the specified text and Start with a number.
Static Text

  • If it is selected as the Year of Invoice Date, you can view the generated number with the year and the start with a number.

Year of Invoice Date