Invoice reference format

Question asked by Martin McCann 3 months ago

I'm testing CB at the moment as a very small post retirement sole trader I need to set the invoice references to the standard that I have been using for previous years The prefix would be 25-26 - Typically "25-26-01" etc Can this be set in Free version, or do I need the paid for? "INV00000...." or "REC00000...." Don't really do it for me

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Hi Martin,

You can input your own invoice number on both the Free and Paid version. However, given your required format includes the - symbol, you will need to manually input this for each invoice as the system will not automatically follow this format.

Tommy

2 months ago

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