Invoice Preferences

The Invoice preferences section of the Pick Your Preferences screen  is used to enable and configure auto-numbering of invoices in your ReceivablesPro system. It is accessed by clicking "invoice preferences" in the INVOICE CONFIGURATION section of the Settings-->Configuration screen.

The Next Invoice number field will always display the invoice number that will be assigned to your next invoice. For example, if the Next Invoice number field is “00005” and one new invoice is sent, when you return to the screen, the Next Invoice number field will be “00006.”

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The default configuration is to begin invoice numbering at “00001” and increment from there. You can change this field at any time to synchronize it with your non-ReceivablesPro invoicing. You can enter any number between 00001 and 999999999. The system displays 5 digits of the invoice number by default, and will increase to 9 digits as necessary.
NOTE: 999999999 is the highest invoice number available. The system will return to “00001” after invoice# “999999999” is sent.

 

If you want to disable auto-invoice numbering, enter “00000” in the Next Invoice number field.

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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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