How to change the numbering of Invoices and Estimates?

In the Organizations Settings at any time you can modify the starting number you need for estimates and invoices. For example, every year you can start numbering from the beginning.

Go to System SettingsFinanceOrganizations. In section Invoices, indicate the starting number.

To do this, click the "Edit" button:

In the pop–up window, enter the number after which the numbering should start. For example, if you need the numbering of invoices to start from the number 11, then indicate 10.

On the same page in section Estimates, you can set the numbering following the same principle.

Changing for estimates

After saving the settings, all numbers will automatically be generated from the specified number.

How to change the number of invoice, act, or estimate manually?

For any invoice, act, or estimate, you can change the number manually with the prefix. To do this you need to enable this option in the settings of the "Finance" section.

  • Go to the System SettingsFinanceMain Settings
  • Mark the check–box "Enable editing the invoice number" and "Enable editing the Estimate number".

After that, the field for entering the number manually will appear in the documents.

Invoice Editing Page

You can change the document number immediately or after creation. When creating a new invoice, estimate, the system will automatically assign the next sequence number, disregarding the one that has been entered manually.

Invoice Payments Report  keyboard_arrow_right