Numbering

Given for you

A new invoice takes the next number by itself. Numbers keep their leading zeros: after 0041 comes 0042, and after 999 comes 1000 only when needed. You can type another number on an invoice, and the next one follows on from it.

Two people saving at the same moment on a shared database never get the same number.

Series

In Settings → Customize invoice, choose which invoices count up together:

• A series per client (the default): each client's invoices are numbered 1, 2, 3…
• A series per business: each of your businesses has its own numbers.
• One series for everything: one run of numbers for all invoices.

Quotes always have their own series, separate from invoices.

Prefix and suffix

Add a prefix such as INV, or a suffix such as a year code, in Settings. You can also change them on a single invoice. Only letters and numbers are allowed, and they are joined to the number automatically.

File names

Include year, Include month and Include business name add those parts to the names of the files you export, so they sort themselves in a folder.