Configure Invoice Numbering

You can use auto-invoice numbering for your ReceivablesPro invoices, or you can manually enter invoice numbers for each individual invoice. If you turn auto-invoice numbering on, you can designate the starting number for auto-generated invoices.

To configure auto-invoice numbering, go to the Invoice preferences section on the preferences screen (this is the second section on the page.) Enter the starting number for auto-generated invoice numbers in your system in the Next invoice number field. You can enter any number between 00001 and 999999999. The system displays 5 digits of the invoice number by default, and will increase to 12 digits as necessary.

NOTE: 999999999 is the highest invoice number available. The system will return to “00001” after invoice# “999999999” is sent.

NOTE: Auto-invoice numbering accepts only numerical invoice numbers—alpha numeric numbering schemes such as “AA123” are not supported. However, you can use alpha-numeric invoice numbers if you enter them manually.

NOTE: Be sure to click the “save” button at the bottom of the preferences screen to save your invoice numbering settings.

You will always have the option to edit an auto-generated invoice number on one-time invoices. If you do this, for example if you change an automated invoice number of “00999” to “00999A” the system will use the original automated number on your next invoice.

If you do not want to use auto-numbering for invoices, enter “00000” in the Next Invoice number field. If you do this, you will always have to manually enter an invoice number for one-time invoices.

If you disable auto-numbering, the system will assign an invoice number using the format of “RECURS--Schedule ID--System Invoice ID.” for all recurring invoices.

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