Customize invoice numbering

Customize invoice numbering

System generated vs. manual entry? Want to change the first invoice number from 1 to something higher? Keep reading to learn how.

When the Sunrise system is first loaded, it is set up to auto-generate numbers for Invoices, Bills, Transactions, etc. The system uses those numbers as unique identifiers in the database. 

Can I have the sequential numbering start at a higher number for my invoices?

  1. Click on Settings > App Settings
  2. Locate "Next invoice number" field and set the new number. 
The system will auto-generate from there
For example: if 1000 is entered the following invoices will be numbered 1000, 1001, 1002.

Can alpha-numeric Invoice numbers be used?

That's currently both yes and no. 

When it comes to Recurring invoices, the system generates those numbers, so they are currently strictly numeric.

However, for individual invoices, this can be done.
  1. Click on Settings > App Settings
  2. Locate "Invoice numbering" field and select "Manual Input."
The system will now wait for you to assign invoice numbers to individually created invoices

Note: the system will still prevent duplication of invoice numbers, but it cannot prevent numbers in the sequence from being skipped




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