How do I Customize Invoice Number Generation?

Updated on April 5, 2018 12:54AM by Admin

Invoices Number generation is the foundation for creating distinctive invoice numbers. You either manually specify or automatically generate Invoice number, while creating an invoice. lets go through the steps.

Steps to Customize Invoice Number Generation

  1. Log in and access Invoices App from your universal navigation menu bar.
  2. Click on “More” icon and select "Settings" located at the app header bar.
  3. Select "Numbering" in “Invoice” drop down from left navigation panel.
  4. You can view “Numbering” dashboard as shown in the image below:
  5. Enable "Auto Generate" by clicking on green button and specify:
    • Prefix - Prefix should be added to Invoice Number.
    • Starts with - Starting number of Invoice
    • For instance:
        1. You can choose either “Static Text” or “Year Of Invoice Date”.
        2. If you choose static text, Prefix - Inv_ABC and Starts with -1000
        3. If you choose Year Of Transaction Date , Prefix would be current year and Starts with - 1000.
        4. So your Invoice Number starts from "Inv_ABC1000".
  6. You can also manually provide custom numbers by opting "No" for "Auto Generate".
  7. Click on "Update" button to complete.

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