Choose how to number sales transactions

To make it easy to identify your sales transactions, you can set up a different prefix and numbering sequence for your invoices, quotes and sales orders.

For example, you might use sales numbers starting with QU to identify your quotes, INV for your invoices, and SO for your sales orders.

When you set up your sales numbers, the number will increment by one each time you create a new sale. For example, if your sales number is set as INV-000123, the next invoice number will increment to INV-000124.

You can overwrite the sales number when entering an invoice, quote or sales order. If the new number adheres to the rules below, it'll overwrite the sequence you've set in your sales settings and apply to all future transactions of that type.

Sales number rules:

• Sales numbers can be made up of letters, special characters (like a hyphen), and numbers

• They can only contain a maximum of 5 letters or special characters. Letters and special characters must come before numbers.

• The total sales number can only contain a maximum of 13 letters, characters, and numbers.

To set up your sales numbering

1. Go to the Setup menu > Sales Numbering to open the Sales Numbering window.

2. Select Enable Separate Numbering for Quotes, Orders and Invoices. The Sales Numbering options appear.

3. Set the number for each of the transaction types. If you like, you can start the number with letters and separate them from the numbers with a hyphen, for example, INV-000123.
   If you:

   1. haven’t yet entered a sales transaction, a sales number will be assigned by default, for example INV00000001.

   2. have previously entered sales transactions, the default sales number that appears will continue from the last saved number.

4. When you're done, click OK.

   

FAQs