Hi, can someone please tell me why when converting an order to an invoice the invoice number doesn't automatically update to the latest in the sequence???
If you accidently forget to update the invoice number manually then it creates duplicates of all previous invoice numbers until the fault is found and rectified.
Can this rule be turned off, surely there is no logical reason why this would be benificial in the first place.
Thank you in advance
Hi Girvan,
Thanks for reaching out.
Sorry to hear about your difficulties with the invoice numbers. When creating an invoice, a sales order, or a quote (any sales transaction) the system remembers the last transaction number used and auto-fills the next sequential number after that as the next transaction number. Likely, the invoice number created when you converted the order into an invoice is the next sequential number after the last sales transaction you have created (quote, sales order, invoice). I would recommend changing the invoice number created after converting, to your preferred invoice number and the next sales transaction you make will autofill with the after that.
Let us know if you require any further assistance with this. We're happy to help.
Cheers,
Genreve
Thanks Genreve, however what you have mentioned below is exactly what I said on the forum, it doesn’t answer my question.
Cheers
Hi Girvan,
Thanks for the detailed information. If you don't want to keep the same invoice number when converting a quote or order to an invoice you might need to uncheck your Setup > Preferences > Sales> Retain Original Invoice Number when Quotes Change to Orders or Invoices.
Please do let me know how you go on this.
Regards,
Earl
