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How to set up custom invoice numbers [Video]

SOLVEDby QuickBooks64Updated 1 year ago

By default, QuickBooks assigns numbers to your sales forms automatically. If you don't want to use QuickBooks' numbering format, you can customise the number to whatever you prefer. Follow the video, or the steps below, to change the numbers on your sales forms.

To change the invoice numbers on your sales forms:

You can change the numbers used on your sales forms by turning on the Custom transaction numbers feature. When this feature is turned on, an Invoice no. field is added to your forms where you can enter any number or letter format you want. QuickBooks will then automatically sequence your invoices based on the number you entered in this field.

  1. In the upper right, click the Gear Icon and select Accounts and Settings.
  2. On the left, click Sales and then click anywhere within the Sales form content section.
  3. Tick Custom transaction numbers. This adds an Invoice no. field to all your sales forms where you can then change the number being used to something you prefer.
  4. Click Save, then Done.
  5. Open an invoice or any sales form, and in the Invoice no. field, enter a custom number or letter sequence you want to use for your forms. The sequence you set here applies to all sales forms. This field (Invoice no.) will not appear on the form when printed.

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Don't want any numbers on your invoices or sales forms at all? No problem. Turn on the Custom transaction numbers feature, and when you create the invoice, remove the number that automatically appears in the Invoice no. field. QuickBooks will not assign or print any number on that form.

Tip: Once you have set up your custom invoice numbering, you can turn off the Custom transaction numbers feature. Turning this feature off only means the Invoice no. field is hidden from your sales form. Invoice numbers are still printed for your customers.

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