Invoice Settings

Modified on Wed, 16 Apr at 3:19 PM



Invoice Settings


If you are going to be sending out invoices to your customers, you may want to update your invoice numbering so that you continue from where you left off with your previous invoicing method.


Invoices entered with Auto No. selected will use the next sequence number. 

  • From the main menu, go to Settings > Entry Settings > Invoice Settings
  • Prefix: Enter the format you would like to use for your number sequence. Use trailing zeros for the number of digits you would like.


       


  • Next Number: Enter the next number to use on your invoice or credit note


Disallow Entries

This section allows you to enter a date prior to which transactions cannot be entered or edited.

This will mean that new transactions will not be saved before the selected date - a warning message is displayed underneath the date. 


Also, if you try to edit a transaction dated prior to the date entered here then you will get this message:



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