When setting up your system, you can choose the starting point for your invoice numbers. This allows you to continue numbering from your previous Point of Sale (POS) system or begin with an entirely new sequence. The starting invoice number can also be adjusted at any time after setup to fit your business needs.

Table of Contents

• Setting Your Invoice Number

• Setting Prefixes for Estimates, Invoices, and Purchase Orders

Setting Your Invoice Number

You can set up the numbering for your system, or adjust the numbering in your system at any time. 

Navigate to the Management Module / Global Settings / Pricing Settings.

1. Click on the Pricing Settings tab.

2. Enter the number you would like on your next Invoice.

3. Click Save Settings.

Note: There is an 11-character limit for invoice numbers, which includes any prefix. For example, INV - 100000 is 12 characters and would not be valid, while I - 100000 uses only 10 characters and is acceptable.

Setting Prefixes for Estimates, Invoices, and Purchase Orders

You can customize prefixes for Estimates, Invoices, and Purchase Orders to match your company’s preferred numbering format and make it easy to identify each record type. 

Note: The prefix automatically updates based on the status of the job - an Estimate will use the Estimate Prefix until it is converted to an Order, at which point the prefix updates to the Invoice Prefix.

Navigate to the Management Module / Locations / Manage Locations  and select the appropriate Location.

1. Select the Location & Company tab.

2. Set the values you’d like for the Invoice Prefix, Estimate Prefix, and PO Prefix.

3. Click Save Changes

Note:  Keep in mind that your set prefix will also factor into the length of your invoice number. There is an 11-character limit for invoice numbers.