Invoice Number Prefix and Reservation

Invoicing supports user definable invoice number formatting such as invoice prefixes and range reservations. Using Invoice Categories, you can link a customer to a specific sequence of invoice numbers.

In the Invoice Debit and Credit Memo Sequences form, you can set these invoice number formatting options:

Invoice Number Range Support: Invoice numbers can be set up in ranges called invoice sequences on the Invoice Debit and Credit Memo Sequences form
Alpha Prefix Capability: You can use character prefixes to differentiate invoice numbers.
Invoice Type Range Designation: Invoices, credit memos, and debit memos can be set to use different ranges.

Customer Categories

You can set up customers to use Invoice Categories to link them to specific invoice number ranges. You can implement Invoice Categories by region, customer type, or any other grouping you need. An Invoice Category field has been added to the Customers form to support this functionality.

Void Invoice Number Capabilities

Using the Void Unused Invoices form, you can:

Void unused invoice numbers within a range
Void unused invoice numbers within an invoice type range

Note: You must assign the Invoice Length on the Accounts Receivable Parameters form prior to using Invoice Debit and Credit Memo Sequences, Invoice Posting, Service Order Invoicing, Order Invoicing, and Service Contract Invoicing.