With each new document you create (invoice, estimate, purchase order, or credit memo), a document number will be assigned to it. These document numbers will increase sequentially. At any time, you can customize the format and numbers used.
Setting up your own document numbering system can help you organize your business. You can customize your invoice number and use a combination of numbers, letters, and symbols. If your document numbering system does not end in a number (e.g. “AA”), Invoice2go will automatically assign a number to it (e.g. “AA1”, “AA2”).
Invoice2go allows you to create documents out of order in reference to your number system sequence if you ever notice a gap in your document numbering (e.g. “AA1”, “AA3”) which could be caused by a document not fully syncing online due to poor internet connection or weak mobile signal or because it was manually deleted.
Any changes will only apply to future documents.
iOS and Android
-
Tap the Profile icon in the top right corner of the home screen
- Tap Customize invoice
- Tap Options
- Tap General
- Tap Numbering
- Tap into the document field you wish to edit (invoice, estimate, purchase order, or credit memo)
- Enter a prefix value for your document, or reset the numbering sequence from any number
- Tap the back arrow in the top left corner to save your changes
Web
- Click on your Company name in the upper right corner
- Click on Account & settings
- Click on Customize invoice options
- Click on Numbering
- Click into the document dropdown field and choose the document type you wish to edit (invoice, estimate, purchase order, or credit memo)
- Enter a prefix value for your document, or reset the numbering sequence from any number
- Click on Save design