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PelicanCondosPA
February 16, 2023
Question

Custom Invoice #

  • February 16, 2023
  • 2 replies
  • 0 views

I create monthly invoices for 65 different units. Is there a way to auto-generate an invoice # to where it auto-changes the unit number place, month, and year? For example unit 65 February 2023 statement would read as 65022023 for a statement number. Can it be made for that number to change for each statement for each unit for each month?

2 replies

G
Giovann_G
February 17, 2023

I'll help you set the invoice number, PelicanCondosPA.

 

QuickBooks automatically assigns numbers to your sales forms by default. You'll have the option to change the number sequence to meet your preferences.

 

To do this, let's turn on the Custom transaction numbers feature.

 

Here's how:

 

  1. Click the Gear icon.
  2. Select Account and Settings.
  3. Go to the Sales tab.
  4. Click the Pencil icon in the Sales form content row.
  5. Tick the Custom transaction numbers box.
  6. Click Save, then Done.

 

Once done, manually enter the invoice number. The sequence will continue since QuickBooks Online will remember the number.

 

I've added this article to guide you in recording customer payments: Record invoice payments in QuickBooks Online.

 

Keep in touch if you have additional questions about managing your invoices. I'll be around to help you.

BigRedConsulting
BigRedConsulting
February 17, 2023

No, there isn't a way to do that. Invoice numbers are auto-assigned on a sequential basis and not customer specific.

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