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Invoicing - Unique Reference Number for Transactions

Ability to add unique reference numbers to transactions so that user can search by the Xero reference number.

Purpose: Will be helpful in identifying which transaction belongs to the paper copy of the invoice in a client's records

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AdminXero Team (Admin, Xero) shared this idea  ·   ·  Report…  ·  Admin →
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submitted  ·  AdminKelly Munro (Community Manager, Xero) responded  · 

Hi everyone, coming back across this idea we do want to confirm at present for Sales you have Invoice numbers that do need to be unique in Xero. You could ask you customer to reference this as a look up. If you'd like to change this, you can set the Prefix and starting number from within your invoice settings and you'll find you also have options to set this for Quotes and Purchase Orders - More on this here 


The 'Reference' field of a transaction is slightly different and does not need to be unique, many businesses use this in slightly different ways and I want to be open that we don't have plans for changing this behaviour anytime soon. 


Appreciate there are some that would like to see a numbering sequence for bills and I'd recommend adding support to this idea where this is represented. 


Alternatively, in terms of recording any transaction there is a journal number that will be associated to every line recorded in your org - while this isn't widely seen it can be used as another way to look up items within the Journal report. We released a new version of this report not long ago where you can search by Journal ID and many other details of your transaction. 

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  • Paul Cavanagh commented  ·   ·  Report

    I am trying to work out order profitability and currently there is no way to create a lookup table with unique references from sales to cost of sales
    I agree with Richard below, the references surely exist in the background, could you just not show them?

  • Prachin Harakh commented  ·   ·  Report

    It is extremely important in my workspace to have a unique reference number for every transaction. A lot of my work relates to preparing special reports for various cost centres.
    I am sure there must be unique references in the background

  • Richard Stone commented  ·   ·  Report

    Extremely important to be able to search for transactions by unique reference number and also to match transactions in exported data. It must me that these unique keys are already there in the background as otherwise how would Xero be able to differentiate between transactions?

  • Dian Roberts commented  ·   ·  Report

    Yes..!! please create this along with "an alert" if same reference number is used when creating a sales invoice.