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Join nowHi there, User22013.
A recurring sales receipt template doesn't have a transaction number, but when it creates a transaction, the next available number is assigned to it.
If you want to know the next number, you can create a Transaction List by Customer report. Then, group it by Transaction Type, and see the list of sales receipts to know the last number in use.
On the other hand, you can manually change the number of a transaction. To do this, you'll need to enable the Custom transaction numbers option in the settings first so the field will show up on the sales receipt page. From there, you will be able to modify the auto-assigned number.
I would recommend turning off the custom transaction number setting to hide the number field on transactions. This step prevents you from mistakenly breaking the number sequence or modifying the numbers of the other transactions as well.
If you need more help, you can always go back to this thread. I'll be happy to assist you again.
Thank you.
That’s the issue, I don’t want it to use the next available number that is not for this particular customer. We have multiple customers and using different numbering for each (first three digits are different). So for this automatic recurring payment Client, qb is using ASF-123 (the next available one used for a different customer) instead of the numbering we usually use for this client MTP-005.
And if we turn off the numbering part in the settings, it will mess it up for the other customers that invoices need numbering.
Also, when creating a recurring sales receipt, the sales receipt numbering section is not showing, not sure why. It only shows after the fact -on the day the payment goes through. And it only shows when creating a regular sales receipt, not a recurring sales receipt.
Thank you.
That’s the issue, I don’t want it to use the next available number that is not for this particular customer. We have multiple customers and using different numbering for each (first three digits are different). So for this automatic recurring payment Client, qb is using ASF-123 (the next available numbering -used for a different customer) instead of the numbering we usually use for this client MTP-005.
And if we turn off the numbering part in the settings, it will mess it up for the other customers that invoices need numbering.
Also, when creating a recurring sales receipt, the sales receipt numbering section is not showing, not sure why. It only shows it after the fact -on the day the payment goes through. And it only shows when creating a regular sales receipt, not a recurring sales receipt.
Thanks for coming back, @User22013. I appreciate you for sharing what you need and what works for your business.
The option shared by my peer JessT is the only workaround we have at this time. You'll want to explore a third-party app that integrates with QuickBooks. You can visit the QuickBooks App Center to search for one that's works best for your business needs.
Also, the reason why the recurring sales receipt template doesn't show the numbering section is that it doesn't have a transaction number as mentioned by my peer above.
I can see that this idea is useful for your business. Rest assured that this is noted and I'll share this with our developer for consideration in our future enhancements.
In the meantime, you can visit our QuickBooks blog site regularly so you'll get updates on what's coming and what's new in our products and services.
Let me know if you have additional concerns. I'll be here to help you more.
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