Invoice Settings - Ability to create multiple numbering sequences
If a business uses more than one branding theme for their sales documents, a feature to apply a separate automatic numbering sequence to each one would be useful.
-
Jude Marie commented
Customer prepayments are using the same invoicing prefix as normal invoicing. This should not be the case. These prepayments should have their own automatic prefix and be tracked separately in invoicing.
-
Karen Gerrits commented
If a business uses more than one branding theme for their sales documents, a feature to apply a separate automatic numbering sequence to each one would be useful.
-
GOLFSCAPE Company commented
Hi there,
I would like to set-up two invoice sequences for the invoicing on Xero.
One should start with the prefix SVAT (Ex: SVAT-0001, SVAT-0002), and another to start with the prefix INV (Ex. INV-0001, INV-0002)
Also, I would like to see, two separate age receivables based on the invoice prefix type as those two are two different departments.
-
Gretchen Reeves commented
It would be great to be able to edit the two letter start for numbering in invoices/quotes for specific templates. For example, I have a quote template that is actually a proforma invoice. Would be good if--for that template only--I could change the QU to PI allowing the actual numbering to continue in the same order. So I would have QU-007 QU-008 PI-009 QU-010.....
-
GOLFSCAPE Company commented
Hi there,
I would like to set-up two invoice sequences for the invoicing on Xero.
Also, I would like to see, two separate age receivables based on the invoice prefix type as those two are two different departments.
-
Joe Unsworth commented
I run two businesses under the same legal entity and all of our invoicing needs are fully automated - a client submits a contact form, and this populates Xero contacts, creates invoices, fully hands off - Except, we can't have the automation send the invoice to the client, since we have NO WAY of setting a different numbering sequence to what our "main" business uses on its' invoices. This means we need to manually go into Xero and tweak the invoices each time to follow a different numbering sequence.
I'd love to see this be a feature, based on the selected template for a given invoice, so that Template X would follow INV-123, and Template Y would follow MM-456.
-
Rifkhan Kalam commented
Hi there,
I would like to set-up two invoice sequences for the invoicing on Xero.
One should start with the prefix SVAT (Ex: SVAT-0001, SVAT-0002), and another to start with the prefix INV (Ex. INV-0001, INV-0002)
Also, I would like to see, two separate age receivables based on the invoice prefix type as those two are two different departments.
-
Kathleen Frankland commented
Where you have various branding invoice templates , is there a way to get special invoice numbers associated with your specific branding template?
So we have 3 branding templates we want to use different invoice numbers to keep them separate. -
MoGio Bookkeeping and Admin commented
After all these years, has Xero found a solution for this? Should have been an option available from the moment the branding feature was introduced.
It is very time-consuming having to keep a list of sequential numbers for each branding noted externally from Xero so to keep track of the last number used and avoid errors or duplications of invoice numbers in the process.
This should be looked at as a priority at this point in Xero product updates.
Thank you
-
Amanda Vigar commented
I've asked the same - it's a pain when you have recurring invoices as place holders to remind you to bill them and you then approve as they go out but you want the number sequence only to apply to approved invoices!
-
Donna Humphreys commented
Ability to have a seperate sequence for draft invoices, or to create without invoice number. We often have drafts for weeks, so when they're approved and sent, the sequencing is off. In Spain this is illegal to do and is causing a lot of issues.
-
Juliann Simeona commented
Ability to have a sequential # for customised Donation Receipt. e.g DON-0001 instead of using the INV sequence number.
-
Joshua Greenwood commented
On a Purchase Order, Invoice or Quote each line item isn't automatically numbered sequentially.
Is this a feature that can be set?
This would be of benefit when referencing an item within one of these documents. -
Janice Truscott commented
Have clients in our practice who have requested this.
-
AdminXero Team (Admin, Xero) commented
Ability to have a numbering sequence per contact.
Purpose: It is easier for users and their customers to track if all invoices have been paid.