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Rxelent70
February 17, 2023
Question

Change invoice numbering sequence based on the Invoice template

  • February 17, 2023
  • 1 reply
  • 0 views

Can I change the invoice numbering sequence based on the invoice template used? Previously, we have multiple Accounts Receivable accounts set up. When you invoiced from the troop AR, The invoice numbers would start with TR-1234 and the sea base AR would start with SB-1234. We consolidated our AR accounts to 1 main AR and now all invoice number are just 1234. 

 

I would like to set up different naming conventions based on what they invoice is for and I thought the invoice template used may be the way but I can't find out how to make it work.

 

Any help or other suggestions would be appreciated.

1 reply

Adrian_A
Adrian_A
February 17, 2023

Hi there, Rxelent70.

 

I can see how great it would be to be able to customize the sequence of the invoice number. As of now, this option is unavailable in QuickBooks Desktop. With that, I'd suggest sharing your helpful idea with our developers. Here's how to send one:

 

  1. Click the Help menu.
  2. Select Send Feedback Online.
  3. Hit Product Suggestion.
  4. Enter your insight.

 

As a workaround, you can change the invoice number manually. You can do so by going to the Manage Templates under Formatting. Here's an article for the detailed steps of the process: Customize form templates.

 

I've also shared these articles on how to create and receive the invoice payment:

 

 

I'll be around whenever you need help with recording invoice payments.

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