Separate Invoice and Credit note number sequence's

LSOC · ‎August 03, 2023

How can I set up a separate Invoice number and Credit note number sequence? At the moment when I do a credit note, it is picking up the next invoice number. I did manually change it, but then the next invoice picked up the next credit note number!

I would hope a product as 'advanced' as QBO would have the ability to have difference sequences?

paul72 · ‎August 03, 2023

Sorry @LSOC but I'm pretty sure that Invoices & Credit Notes use the same sequence.

I'm pretty sure that's how QB Desktop worked too (it's been a while) so I've always just put a "C" behind the number to denote a Credit.

Be careful with that though ... if you add a "C" behind your credit note numbers, the next time you open an invoice it will have a "C" behind the invoice number which will need to be deleted.

Hope this helps.

Ashleigh1 · ‎August 03, 2023

Hello LSOC, Welcome to the Community page, It is not possible to assign a separate sequence for each, you will have to manually change the invoice number and the credit note number. You can leave this as feedback from within the main cog wheel.

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Separate Invoice and Credit note number sequence's

Separate Invoice and Credit note number sequence's

Separate Invoice and Credit note number sequence's

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