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Changing invoice prefix and number every time

Question asked by Volkan Paksoy 2 years ago

Hi,

I'm trying to migrate my billing to Clear Books. So far the only thing I couldn't handle is being able to change my invoice numbers. For instance I have 2 customers and I want to be able to create invoices like ABC0012 for one customer and XYZ0065 to another one. Is this possible in ClearBooks?

I've tried changing the sales invoice prefix in invoice templates, but it still prepends STD to new draft invoices I create.

I'd appreciate if you could help me on this.

Thanks.

4 Replies

Hi Volkan,

Not a problem!

Also, it is possible to change the invoice numbers through Settings > Configure System > Invoice Themes and Preferences but is only advised to use this feature if you are trying to continue a sequence from a previous accounting system. Once, you have set the invoice number, it is advised not to change them again as the system may automatically try and fill in gaps in the sequence which may cause problems in the future.

Currently, there isn't a way to remove the SDT prefix.

Thanks,

Tommy

Hi Volkan,

Unfortunately, it isn't possible to have two different invoice prefixes for two separate customers. Also, changing the prefix in invoice templates would only affect invoice numbers, draft invoices do actually have a separate prefix of SDT. I can raise this suggestion to our development team but am unsure as to when or if it can be implemented as there is a lot of requests currently being reviewed.

Apologies for not being of much help!

Tommy

Thanks you Tommy. That's a shame it doesn't allow custom numbering schemes. I may be able to find a workaround for that.

Isn't there at least a way to get rid of the SDT prefix? That must be a standard request from all your customers I'd imagine.

Thanks.

Hi Volkan,

Not a problem!

Also, it is possible to change the invoice numbers through Settings > Configure System > Invoice Themes and Preferences but is only advised to use this feature if you are trying to continue a sequence from a previous accounting system. Once, you have set the invoice number, it is advised not to change them again as the system may automatically try and fill in gaps in the sequence which may cause problems in the future.

Currently, there isn't a way to remove the SDT prefix.

Thanks,

Tommy

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