Sales
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 invo...
Forum Discussion
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.
- When converting a quote to an invoice the number automatically updates to the correct number in the sequence (this works fine have no issue with this)
- When converting an order to an invoice it does not (It keeps the original ‘Order’ number)(This is the issue)
Cheers
