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October 20, 2023
Question

If I create a scheduled weekly invoice in recurring transactions, will they be identified with their own unique invoice number?

  • October 20, 2023
  • 1 reply
  • 3 views
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1 reply

AlverMarkT
Moderator
October 20, 2023

Welcome to the QuickBooks Community, @todalake. 

 

Yes, QuickBooks Online (QBO) automatically assigns invoice numbers sequentially based on the previous one. 

 

QBO starts with invoice 1001 by default. However, you can customize your invoice numbers to categorize them in a way that suits your business invoicing practices. Make sure to enable your Custom transaction numbers. Upon customizing the invoice number, QBO will sequentially remember the customization. Let me guide you on how.

 

  1. In your QBO company, go to Settings. 
  2. Select Account and settings.
  3. Choose the Sales tab.
  4. In Sales form content, select Edit.
  5. Turn Custom transaction numbers on or off.
  6. Select Save, then select Done.

 

Additionally, you can read this article as your guide in recording your invoice payments: Record invoice payments in QuickBooks Online.

 

If you require any additional information or help with QBO transactions, feel free to let us know in the Community. We are always here to assist.