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LSOC
August 3, 2023
Question

Separate Invoice and Credit note number sequence's

  • August 3, 2023
  • 2 replies
  • 0 views

How can I set up a separate Invoice number and Credit note number sequence?  At the moment when I do a credit note, it is picking up the next invoice number. I did manually change it, but then the next invoice picked up the next credit note number!  

I would hope a product as 'advanced' as QBO would have the ability to have difference sequences?

2 replies

paul72
paul72
August 3, 2023

Sorry @LSOC but I'm pretty sure that Invoices & Credit Notes use the same sequence.

I'm pretty sure that's how QB Desktop worked too (it's been a while) so I've always just put a "C" behind the number to denote a Credit.

 

Be careful with that though ... if you add a "C" behind your credit note numbers, the next time you open an invoice it will have a "C" behind the invoice number which will need to be deleted.

 

Hope this helps.

A
Ashleigh1
August 3, 2023

Hello LSOC,  Welcome to the Community page, It is not possible to assign a separate sequence for each, you will have to manually change the invoice number and the credit note number. You can leave this as feedback from within the main cog wheel. 

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