Quote/Order/Invoice numbering issues
Hi, Since we turned on the different number sequences for quotes, orders and invoices, the warning for duplicate invoice numbers no longer works. I've been told this is a known bug. However,...
Forum Discussion
Hi,
I have the same issue, when converting my order to invoice I want a different number for the invoice. Can anyone help with this issue.
thanks
Hi mjd,
Here’s an easy way to skip keeping your purchase order or quote numbers when you turn them into invoices. Head over to Preferences, click on the Sales tab, and untick “Retain Original Invoice Number when Quotes change to Orders or Invoice.”.
If you want the full rundown on how sales conversions work, you can read more about it from this link.
Regards,
Genreve
hi how can i find if my invoice number updated when converted from a quote? i have a quote in emailed quotes but cant see what happened to it. it is no longer a quote but i have a similar invoice., can i confirm that this was updated>
Hi lynjo,
Nice one tracking that quote through the system. To see what happened when it was converted, you can run the Journal Security Audit report, which shows changes like quotes being updated to invoices. That’ll help you confirm if the invoice you’re seeing came from that quote. You can also check this help link for how to view and use the Journal Security Audit report for more detail.
Cheers,
Doreen
