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blakemiller
Level 1

How to change the default amended text at end of Invoices? All of mine now have "-CM" at the end.

Starting in the last month or so, all of my invoices, whether manually created, copied, or set from an automatic transaction now have "-CM" added to the end of them. I've had 2 different customers asking why I"m now sending "Credit Memos" every month. I cannot find if or where we can edit any amended (or pre-pended) text on invoices.
3 Comments 3
ReymondO
QuickBooks Team

How to change the default amended text at end of Invoices? All of mine now have "-CM" at the end.

Good day, @blakemiller.

 

Can you help me verify which part of the invoice you're referring to? You can also share a screenshot of your concern for us to better understand the issue. This way, it would be easy for us to identify its cause and fix it.

 

Please add your details in this thread and I'll get back to you. Have a good one. 

blakemiller
Level 1

How to change the default amended text at end of Invoices? All of mine now have "-CM" at the end.

At the end of every invoice that's created, there is now a "-CM" added to each number. Doesn't matter if it's manually created New, copied from a previous invoice (even without the -CM) or created automatically from a recurring transaction. This started happening on 3/31/22. See screenshot here:

 

https://www.screencast.com/t/GeQEHoTFxw

ReymondO
QuickBooks Team

How to change the default amended text at end of Invoices? All of mine now have "-CM" at the end.

Thanks for getting back and adding a screenshot, @blakemiller.

 

Based on what you've shared, it could be that someone who has access to your QBO account added the "-CM" on invoice numbers. If so, the system automatically follows its format.

 

To revert it back, simply highlight the Invoice no. field on your next invoice. Then, delete the text and close the transaction. Once done, QuickBooks will automatically follow this format on your next invoice. 

To identify who made these changes, simply open the Audit log to view your audit trail. Then, look for the oldest invoice with "-CM" and check the user who created it. 

Additionally, there are several financial reports you can run to track your sales income in QuickBooks. They will show you helpful insights on the things you buy and sell, and the status of your inventory.

 

Should you have any follow-up questions or concerns, don't hesitate to post again here in the Community or leave a comment on this thread. Take care and have a good one.

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