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mm-unirentrading
Level 1

Why the system is not assigning the invoice number automatically?

 
1 Comment 1
JoesemM
Moderator

Why the system is not assigning the invoice number automatically?

Good day, @mm-unirentrading. I'll share why the system doesn't automatically assign invoice numbers. This will help you create invoices for your customers in QuickBooks Online without any interruptions.

 

You'll want to ensure that the Custom transaction numbers option is turned on in the Sales menu of your Account and Settings. Turning on this option adds an Invoice number field where you can enter any number or letter format you want and includes a default numbering system.

 

Here's how:

 

  1. Go to the Gear icon ⚙, then select Account and Settings.
  2. Select Sales.
  3. In Sales form content, select Edit ✎.
  4. Turn Custom transaction numbers on.
  5. Click Save, then select Done.
    Capture.PNGCapture.PNGCapture.PNG

 

See these resources to learn more about setting your numbering preference and personalizing invoices:

 

 

Once done, check out this article for the complete instructions on receiving and processing payments: Record invoice payments in QuickBooks Online.

 

Please don't hesitate to leave your comments below if you have any further questions regarding invoice management. I would be delighted to assist you. Have a wonderful day.

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