Turn on suggestions
Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type.
Showing results for
Dear Sir,
Just select customer number, create one invoice with the series you want and the future invoices would be created in similar series. Quickbooks auto detects the series.
Let me know if any issues.
CA Alok Shah
9326074696
Hi,
I appreciate your input. But I'm unable to figure this custom invoice number auto sequence option.
Let me know, if you can provide directions.
So i have generated 2 invoices 401, 403. But if I generate the next invoice it will come up as something like a 1004.
I think you custom transaction number is selected as "NO". You can check from Setting - Sales - and then customer transaction numbers. Check Image for details
Also do check the in Custom form styles which style of Invoice option you are using and click on the same and then click on content - top content there you will have to tick on custom transaction numbers.
Once both the setting are done and you try to create a new invoice you will be given an option to edit the invoice number. Now you can set the series. As in the image share by me my Invoice series is AP/2021/004 once this invoice is finished by then it will take AP/2021/005 (this is automated, we dont have to do anything)
Please let me know if any questions
Alok Shah
9326074696
You have clicked a link to a site outside of the QuickBooks or ProFile Communities. By clicking "Continue", you will leave the community and be taken to that site instead.
For more information visit our Security Center or to report suspicious websites you can contact us here