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APhillips1
Level 2
posted
Friday
last updated ‎November 15, 2024 4:58 PM

Is it absolutely necessary to use invoice numbers?

My "company" is an HOA. We have an HOA software that is new and the Board wants to use that to generate invoices for the upcoming annual assessments. I am being told that if I must have invoice numbers, I will need to furnish those doing the invoicing with a batch file that includes the invoice numbers. So my question is, is there anyone who does not use invoice numbers? Can I turn that feature off and just identify my customers (homeowners) by their mailing address? Any complications with the QB software if not used? Historically, the HOA has used invoice numbers.
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1 Comment 1
MelroseV
QuickBooks Team
QuickBooks Team
Friday

Is it absolutely necessary to use invoice numbers?

Yes, it's necessary to use the invoice number @aphillips. Let me provide the information below.

 

The invoice number has a unique identifier that can easily track your transactions, facilitate easy referencing, and prevent errors such as duplicate payments.

 

Yes, you can remove the invoice number and identify your customer by their mailing address. This is available when using the Modern customization. You can follow these steps:

 

  1. On your Invoice page, select Manage.
  2. Click the Customization drop-down arrow.
  3. Untick Invoice no.
  4. Select Save and close.

 

To locate your customer using a mailing address, you can search in the Magnifying glass with the exact address.

 

Don't hesitate to return to this forum or respond directly to this message if you encounter any further challenges with your invoice or other QuickBooks Online tasks. We're here to assist you with any aspect of QBO that you find challenging.

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