Change numbering format for invoices and credit memos

Hi

Any update on this?  Has this been solved? I am unable to keep two different sets of Invoices with different prefixes.  Please advise if there is any update. Thank You

Hello there, ampomal. 

Invoice and Credit Memo numbers are the same and are working as designed. I'll personally send these feedback to our product engineers that you want different sequencing of numbers for both Invoice and Credit Memos. 

Always know the Community is always here to help you with your concerns. 

I am also encountering same issue.It does not make sense that invoices and credit notes follow the same sequence.

QBk online need to address same urgently.

Thks

We also encountered this as of now, the same issue. How we can solve this, please? Thanks 

HI Anynews on the matter

we also have the same issue

Hi 

anynews on the matter

have the engineers managed to sort it out

Thanks for joining this thread, calderllc.

We haven't received updates about the numbering format for invoices and credit memos.

Invoices still automatically follow the same sequence on the credit memos. You'll have to manually modify the invoice number and enter a different one.

The following steps below will guide you through entering a different invoice number:

1. Go to the Customers menu, then pick Create Invoices.
2. Select a customer or job from the Customer:Job drop-down list.
3. Enter the desired number in the Invoice # field.
   
4. Complete other fields in the form, then click Save & Close.

You can refer to this article: Create an invoice to learn more about recording this entry in the QuickBooks Desktop.

I'm also adding the Limitations for fields link to know the maximum number of characters you can enter in each field.

Should you need anything else with QuickBooks, don't hesitate to leave a comment below. I'm always around here in the Intuit Community anytime you need help.

We are struggling with the Invoice and Credit memo #s following the same sequence. It is very frustrating.

I don't know how large companies can keep up with following the sequence for each.

If you can change prefixes and follow a sequence for sales orders, why can it not be set-up to change #s for Credit memos?

I vote this should be an update that is implemented ASAP.

Thanks!

Hi. Any updates on this?

It's so frustrating that sales orders and credit notes both use the sequence "SO ________" .

I want credit notes to follow "CN_____"

Is this possible.? 

This isn't the kind of service I want you to experience, -AventadoR.

Let me make it up to you and ensure you're able to use the desired number you need on your sales forms.

Yes, you can use 'CN' on the credit notes, the system will automatically follow the numbering on your next entry. See the attached screenshot below for your visual guide.

I'm adding this article in case you want to personalize your sales forms: Use and customize form templates.

Let me know if you need additional information by commenting below. I'll be around if there's anything else I can do with the number sequence in QuickBooks.

QB Online still does not have the capacity to track separate transaction numbering for invoices, sales receipts, and credit memos.  This is a shortcoming that causes problems/confusion for both QBO users and their customers.

Online still seems to have this problem. 

Is there no way around this ? As our invoicing comes from an external billing platform and that means when we load a credit note our full system stops working as it cant import any more invoices as there is duplicate numbers now.

Has there been any progress on this? For our business, it would be extremely valuable to have different numbering sequences for Invoices and Credit Memos. Our CM's do not follow the same sequence as our Invoices so we manually have to change the sequence every time we wish to enter a Credit Memo. This often causes future invoices to be created in the wrong sequence not matching our standard convention which is very frustrating and confusing for both customers and our A/R Team.

Hello, cblades.

I understand your point. Your business needs to have separate numbering sequences for invoices and credit memos. As of right now, the same numbering sequence is used for invoices and credit notes.

You can manually change the sequence when creating an invoice or credit memo. Before saving the transaction, please verify that the number adheres to your company standard. This will prevent confusion for your customers and the A/R team.

I also encourage you to submit your product suggestions via QuickBooks. Our Product Development team collects all requests and may include them in the upcoming updates once approved.

Here's how:

1. Go to the Help menu.
2. Select Send Feedback Online, then choose Product Suggestion.
3. Enter your request.
4. Once done, click Send Feedback.

I've added the following articles below if you have trouble printing, emailing, or saving them as a PDF in QuickBooks Desktop for future reference:

• Troubleshoot PDF and Print problems with QuickBooks Desktop
• Save QuickBooks Desktop PDF in legal size, landscape, or portrait orientation

You're welcome to post again if you need anything else in QuickBooks. We're available to help you at any time.

Dear QuickBooks Team, please update on this feedback, this is really a big issue, both invoice & credit memo numbers must be different in sequence, as we are using different accounting software (like Sage, Tally, etc) the numbers sequencing are different, so why not in QuickBooks?