Set Invoice, Estimate or Expense Number in Settings

 

With each new invoice, you create an invoice number will be assigned to it and those invoice numbers will increase sequentially. At any time, you can customize the format and numbers used

Setting up your own invoice numbering system can help you organize your business. You can customize your invoice number and use a combination of numbers, letters, and symbols. If your invoice numbering system does not end in a number (e.g. “AA”), Invoice2go will automatically assign a number to it (e.g. “AA1”, “AA2”).

Invoice2go allows you to create invoices out of order in reference to your number system sequence if you ever notice a gap in your invoice numbering (e.g. “AA1”, “AA3”) which could be caused by an invoice not fully syncing online due to poor internet connection or weak mobile signal or because it was manually deleted.

Any changes will only apply to future invoices.

 

iPhone and iPad

  1. Open Settings
  2. Tap Customize invoice
  3. Tap Options
  4. Tap General
  5. Tap Numbering
  6. Tap into the Invoice field
  7. Enter a prefix value for your invoice; or reset the numbering sequence from any number
  8. Tap on Save
  9. Select Yes if you want to start the sequence from this number

Android

  1. Open Settings
  2. Tap Customize invoice
  3. Tap Options
  4. Tap General
  5. Tap on Numbering
  6. Tap on the invoice number (e.g."AA1")
  7. Tap into the Invoice # field
  8. Enter a prefix value for your invoice; or reset the numbering sequence from any invoice number
  9. Tap on Save
  10. Select Yes if you want to start the sequence from this number

Web

  1. Open Settings
  2. Click Options
  3. Click Numbering
  4. Select Add prefix
  5. Enter the invoice number
  6. Click Save design

Do these steps look different? If so, you may be using a previous Invoice2go version. See instructions here.

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