How Do I Customize Invoice Numbers?

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When setting up BillQuick Online for the first time, consider whether you want to start with a new invoice number or use the last number from your old time and billing system. Either way, BillQuick Online needs the last invoice number. By default, it begins numbering invoices with the invoice number defined on Global Settings-Billing screen. You can override this and specify a custom invoice number on the Project-Billing screen. If a project has phases under it, you are prompted whether to let the immediate phases inherit the custom invoice number or not.

 

If you want to structure the invoice number so that it has static and variable portions, you can define this. BillQuick Online supports automatically incremental invoice numbers of up to 10 characters (including punctuation). For example, if you want to include the fiscal year in the invoice number structure, you have to enter it as static information. The variable will be the incremental part put in curly brackets.

 

Custom invoice numbering feature is available in the BillQuick Online Enterprise edition only.

 

To customize your invoice numbers:

 

  1. Open Global Settings screen from the Settings menu.
  2. Move to the Billing panel.
  3. Enter the desired number in the ‘Last Invoice #’ field, for example, {1111}. The next invoice generated will have a number of {1112} and so on. You can add a prefix to it, like fiscal year FY2021. The prefix will remain static while the number in the curly brackets will be incremented.
  1. Click Save and then Close.

 

Customize Invoice Numbers at the Project Level

 

Do the following to customize invoice numbers at the project level:

 

  1. Open the Project screen.
  2. Click the ID of a project listed in the grid. Then move to its Billing tab.
  3. Enter the desired Prefix, Last Invoice No. and Suffix values, for example, Tax-1000-2021.
  1. Check the ‘Use Custom Invoice Number’ option to enable this customization for the project.
  2. When you have finished, click Save and then Return.

 

The next invoice generated for this tax project will have a number of Tax10012021.

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