9 months ago
Invoice and Quote numbering
Does anyone have a solution on how to fix the auto numbering of Quotes and Invoices. So when creating a quote it gives a number - QU234567 then when converting it to invoice it does not follow the p...
When I convert a quote into an invoice, it uses the quote number, my next invoice then follows that number and not the last invoice number, i.e. last invoice number 00004156, I convert quote number 00003995 to an invoice, which uses the same number. after that my next invoice uses 00003996 and not 00004157.
this is time consumming and if not pick up confusing. Quote numbers need to be differant from invoice numbers.
This is super frustrating, you basically need to write down your sequency on a piece of paper then refer to it as you change either the invoice or quote number and pre-fix. Surely this is an easy fix? It doesn't make any sense at all?
MYOB's solution was to jump to a higher number, this doesn't solve the problem, it still uses that sequence :(
Hi Evolution,
Thank you for sharing your post. We are aware that some users are encountering this issue. I have noted your file as affected (Serial Number ending in 2252) regarding this issue, and we are actively working on a solution. In the meantime, feel free to post again if you have further queries and one of us will be happy to assist you.
Regards,
Earl
Hi Earl_HD
Can you please mark my file as affected too, it is driving me insane!
When I convert a quote to an invoice, it uses the Quote number e.g. Q000076 as the invoice number. I have to manually change the invoice number (I don't always remember and this is so confusing for my clients).
Thank you
TIffany
Hi b-tech,
Firstly, please allow me to extend a warm welcome to the Community Forum!
I completely understand your concern with the current numbering system. It can certainly be confusing for both you and your clients when the invoice number mirrors the quote number. Not to worry. I've duly marked your file as affected and included your post in the raised ticket for enhancement. Thank you for your understanding and patience in this matter.
Feel free to post anytime you need further assistance.
Cheers,
Princess