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 > 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.