Sales invoice sequencing

Forum|Forum|8 hours ago
July 17, 2026
1 reply
8 views

Hello, This is a question for the QBO program. I am a bookkeeper that does not enter the sales invoices for the client, as he does this himself. I do record credit memo’s such as rebates for customers. When I enter a credit memo I usually use the invoice# with CR on the end, ie. invoice #45108CR. Is there a way for me to start the correct sales invoice # sequence again so that the client doesn’t continue send out invoices 45109CR on it😊? He doesn’t look at the invoice number, so has sent out several invoices with CR on the end.

QuickBooks Online

Joemar_B

QuickBooks Team

Yes. Manually set the invoice number sequence by turning on Custom transaction numbers under Custom fields. Here’s how:

Go to the Gear icon and select Account and Settings.
Click Sales in the left menu, then click the pencil icon to edit Sales form content.
Turn on Custom transaction numbers. This allows the number field to be editable.
Hit Save and Done.
Open any existing invoice or create a new one.
In the Invoice no. field, type the number you want the sequence to restart from.
Then Save and close.

From that point forward, QBO will continue sequencing from that number. Once it's set, the docs will actually recommend turning Custom transaction numbers back off, that locks the sequence in place while still displaying the numbers on customer-facing forms.

For further guidance, check out this article: Add custom transaction numbers to sales forms in QuickBooks Online.

If you have any additional questions, please don’t hesitate to reach out. We're always here to assist you.

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