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TL39
Level 1

Invoice & Credit Note Numbers

How can I setup my invoices to have a INV... number that changes in sequence everytime you create a new invoice while having a CRE... number for credit notes also changing in sequence when creating a new credit note?

1 Comment 1
Maybelle_S
QuickBooks Team

Invoice & Credit Note Numbers

Adding INV to your invoice number and CRE to your credit note number is a fantastic idea, TL39. Let me guide you through the steps to set this up effectively.

 

In QuickBooks Online (QBO), you can manually add INV to your invoice numbers and CRE to your credit note numbers. When you create a new invoice, the number will automatically continue from the last invoice number you entered, maintaining a sequential order. Similarly, when you make a new credit note, it will follow the previous credit note number in sequence.

 

However, if you create an invoice first and then a credit note, the system will use the last number entered for the credit note. If your previous entry was an invoice, the credit note will start with INV instead of CRE. In this case, manually adjust the prefix to CRE to keep your numbering system consistent.

 

Here's how:

 

  1. Go to the +New button.
  2. Under Customers, select Invoice or Credit note.
  3. Add INV or CRE to the Invoice or Credit Note number field.

 

Furthermore, turn on the custom transaction number to manually enter an invoice or credit note number.

 

Additionally, changes in the sequence on the invoice number happen when you manually enter digits. Since the QuickBooks numbering system automatically generates the number based on the old numeral entered on a form.

 

Moreover, here are some links about personalising your sales forms and recording invoice payments in QuickBooks:

 

 

Tag my name if you have other questions about managing invoice and credit note numbers in QuickBooks. I'll be happy to assist.