Question asked by Ian Rowland 2 days ago
I have an invoice numbering system that I want to keep using. CB keeps inserting its own idea of what I want, in the draft, and then makes it impossible for me to change that before I send. At what stage do I need to insert my own number to block CB interfering?
Hi Ian,
Once you have created the draft invoice, to use your own invoice number, you must click Edit, then input your preferred invoice number at the top right, then click Convert to Invoice.
Tommy
Best answerHi Ian,
To override an invoice number, you click into the invoice, then click Edit and input the preferred number in the Invoice # field at the top right.
For example:
Tommy
At some point during that process, an invoice number is automatically generated, which cannot be overridden. How do I override it, if it has been generated?
You must 