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jsnc-kd
July 8, 2022
Question

How to edit naming scheme for invoices?

  • July 8, 2022
  • 1 reply
  • 0 views

I've seen several questions about entering custom transaction numbers for invoices on QuickBooks, but my company's issue seems to be a little different. Hopefully this forum can help!

 

My company started using the QuickBooks invoicing system for language classes, but eventually expanded to other uses. The problem now is that, after every single invoice number, QuickBooks continues to automatically add the word "Class." Example: Invoice #100Class. Is there any way to edit this, so "Class" is not automatically added after every single invoice number? I would greatly appreciate any insight.

1 reply

M
MadelynC
July 9, 2022

I’m here to share some insights about form contents, @jsnc-kd.      


In QuickBooks Online, custom transaction numbers for sales forms can only be switched on and off. If you want to remove the word Class, you can create a new template and make it default or delete the word when recording a new invoice transaction. Please know that QuickBooks has a sticky feature.


Here’s how:

 

  1. Open your new invoice entry, then remove the Class under the Invoice no. field.
  2. Enter the needed info.
  3. Select the Save or Save and send button.


The program offers ways to create a template for regular transactions and make customers' payments organized and connected from start to finish. For more details, see these resources:

 


If you need further assistance with managing your sales transaction, just add them to your reply below. I’ll be here. Take care always!

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