From time to time, you may need to update your invoice number. Not to worry, you can do so in a few simple steps.
To begin, it's important to remember that you can only edit your invoice number if:
The invoice is still a drafted invoice
The Invoice has been sent to the client, but not yet paid for
Please note: once an invoice has been paid through the platform or marked as paid, you cannot edit the invoice number.
To edit your invoice number, navigate to Financial Management in the lefthand navigation bar > Invoices > select the invoice you'd like to update.
If the invoice is still a draft
You can simply click the invoice number and it will become editable. From here, you can update this to your desired invoice number:
If the invoice has been sent to the client (but has not yet been paid)
You can select the 3 dots in the top righthand corner of the invoice > select 'Edit':
From here, you can select the invoice number to make it editable, and from there you can update this to your desired invoice number:
Once you have updated the invoice number, any subsequent invoices created will follow the same numerical sequence moving forward.