From time to time, you may need to update your invoice number. Not to worry, you can do so in a few simple steps.
When You Can Edit an Invoice Number
You can only edit an invoice number if:
The invoice is still in Draft status.
The invoice has been sent to the client but not yet paid.
⚠️ Important: Once an invoice is paid or marked as paid, you cannot edit its number.
To edit your invoice number, navigate to the sidebar, go to More > Finance > Invoices > select the invoice you'd like to update.
Editing a Draft Invoice
Click directly on the invoice number.
The field will become editable.
Enter your desired invoice number (letters and numbers allowed, e.g.,
B-1178).Save your changes.
Tip: Editing a draft invoice number immediately updates the sequence for future invoices.
Editing a Sent (Unpaid) Invoice
Open the invoice you want to update.
Click the three dots in the top-right corner → select Edit.
Click on the invoice number field to make it editable.
Update it to your desired number.
Save your changes.
Note: Subsequent invoices will automatically follow the updated numbering sequence.
Best Practices
Use a consistent numbering format (e.g.,
INV-1001,B-1178) to avoid confusion.Always check draft or unpaid invoices before sending to the client to ensure the correct number is applied.
Make edits before payment to maintain sequence integrity for reporting and accounting.