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J
jamiesframies-gm
February 10, 2024
Question

When converting an est. into an invoice, the invoice no. always changes. I deal with art, so I name my invoice "green duck" for ex. When converting, it changes to "yada"

  • February 10, 2024
  • 1 reply
  • 0 views
It always seems to change my invoice no. to a past, yet random, invoice no. from a previous invoice.

1 reply

Clark_B
Clark_B
February 10, 2024

Welcome to the Community, jamies.

 

Let me help and provide information about the invoice number that always changes when converting in QuickBooks Online (QBO).

 

To begin with, If the invoice number contains only pure letters, It will always change the invoice number as it's a working design. As a workaround, you'll have to manually add a number to the invoice number example: (Green duck 0001) so when converting, the invoice number will be retained and not changed.

 

For future reference, you can check this article to guide you receive and recording invoice payments: Record invoice payments in QBO.

 

Please don't hesitate to leave a comment below If you have further questions about invoice numbers. I'll be here to assist you.

J
jamiesframies-gmAuthor
February 10, 2024

Thank you for the reply.

Here is some more detail about what exactly has been happening:

I just had an estimated titled "Easter collage" and when my customer approved it and I converted it into an invoice, it then became Invoice No. "re-matting 3 frames"

 

The last invoice that was sent out (to a completely different customer) was "re-matting 2 frames."

 

Am I missing an option in my settings somewhere to stop this from happening? It causes a lot of confusion when I am converting many quotes into invoices for multiple customers.

 

Thank you again

H
Heide DC
February 11, 2024

Hello there, Jamies. Allow me to share some information on converting an estimate into an invoice in QuickBooks Online (QBO).

 

QuickBooks Online provides the feature to personalize the Estimates number of your sales form to your needs. However, this customization can't saved when you convert it into an Invoice form. Therefore, the only option is to manually modify the converted sales forms to match your preferred Estimate number.

 

Furthermore, you may check this link to learn how to give your favorite customer a discount: Add a discount to an invoice or sales receipt in QuickBooks Online.

 

Please don’t hesitate to reach out again if you have any other concerns or questions about managing the sales form in QuickBooks Online. Stay safe.

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