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.
- In the Settings page, click on the Invoice and select the Numbering.
- Enable the Toggle to automatically generate the number while creating invoices.
- 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.
- By selecting the Year of Invoice Date, the current year will get updated automatically.
- 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.
- Then, you can set the starting number for the invoice by using the 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.
- 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.
