Invoice Numbering Sequence

Invoice Numbering Sequence

Invoice Numbering Sequence

  • When creating an invoice for a Debtor, the user enters the invoice number in the Ref. section of the Add Customer Invoice (Debtors > Invoices > Add menu option) window
  • By default, the very first invoice created in Cashbook will have the number 1 associated with it. From there, Cashbook simply adds +1 to the number to get the next invoice number
  • If your business has a desire to use its own invoice numbering sequence, eg. let's say start (or modify) invoicing with the number 2016-01 instead of the number 1, use that start number for the next invoice. From there, the next number will be 2016-02, then 2016-03, etc
  • Cashbook will always work off the last Ref. (invoice number) entered, to determine the new one. If the last reference entered cannot easily be deciphered into an alphanumeric section followed by a numeric section, a new reference will not be determined

 

  • If you wish to be warned if an invoice number has already been used to avoid duplication:
    • Click on the Debtors icon on toolbar
    • Click on the Setup tab
    • Tick the Warn if duplicate invoice number used check box
    • Click Close to save

 



Article ID 1598