thread Re: Is there a way to change the invoice number so I'm not starting at 00001 again? in Archived Discussions (Read Only)

Is there a way to change the invoice number so I'm not starting at 00001 again?

bradthecleaner — Wed, 29 Jul 2020 21:16:56 GMT

Hello I've just started using square. It's awesome.

I want to send invoices, but my accounting system is at invoice 0011105 and square wants to send invoices as invoice 000001...

is there a way to change the setting to start from another invoice number?

Re: Is there a way to change the invoice number so I'm not starting at 00001 again?

Sean — Mon, 11 Jul 2016 17:44:51 GMT

Welcome to Square! I'm glad to hear it's been working well. 😀

As for your quesiton, we don't currently offer a way to adjust the automated start number. On the flip side, you can delete the number that auto populates and enter a customized one.

Re: Is there a way to change the invoice number so I'm not starting at 00001 again?

Jmby — Wed, 05 Jul 2017 23:44:30 GMT

It would be nice to see those instructions here - it appears there is no way to do that on my device.

Re: Is there a way to change the invoice number so I'm not starting at 00001 again?

Chad — Sat, 08 Jul 2017 21:38:08 GMT

Hey @Jmby, all you need to do is click on the Custom Invoice ID number and hit back space. That will remove the auto populated number. 😀

Can I customize my invoice numbers?

Mojeaux — Fri, 20 Jul 2018 18:04:43 GMT

This reply created from merging an existing thread: "Can I customize my invoice numbers?" The author has been notified via email.

starting invoicing at # 0001 isn’t the best idea that’s what the customer sees on invoices if you just started using. them.

Re: Is there a way to change the invoice number so I'm not starting at 00001 again?

Rs3 — Thu, 27 Feb 2020 15:16:23 GMT

After I complete the invoice and hit continue it takes me to the communication window, that's where I can edit the invoice number.

Is there a way to auto generate customized invoice #?

KW_Mechanical — Fri, 28 May 2021 15:27:07 GMT

Is it possible to have Square generate a sequentially-numbered invoice based automatically on a receipt number? Example: ##-2021

001-2021

002-2021

Re: Is there a way to auto generate customized invoice #?

Valentina — Sat, 29 May 2021 00:43:38 GMT

Hi there, and welcome to the Seller Community 👋

That would be considered a feature request at this time, @KW_Mechanical 🔧
I've moved your post over to this thread so you can receive a notification if we have an update to provide.

Re: Is there a way to auto generate customized invoice #?

howlingboytech — Thu, 28 Oct 2021 19:15:10 GMT

Hi,

Is there an ETA on this? It would be really nice to not have to start at zero again.. or manually change EVERY invoice

Re: Is there a way to auto generate customized invoice #?

Frida — Sat, 30 Oct 2021 18:59:50 GMT

Hello @howlingboytech,

Good to see you posting in the Seller Community for the first time, welcome! 😁

Currently the system autogenerates invoices according to what is currently there. If you are needing to change the invoice number to customize for your needs, you will need to do this manually each time.

Since there is a similar thread, I will move your post there. Take a peek at @Sean's answer too.

I can definitely see how this would be beneficial to may of our Customers, and will advise the product team to consider this.

I look forward to reading your thoughts! ☺️

Re: Is there a way to auto generate customized invoice #?

TheBowtree — Fri, 12 Nov 2021 06:58:23 GMT

Hello, I am curious why this would be a feature request when the feature, or something very similar to what KW_Mechanical mentions, was present before. When I initially started using invoices, I was given the option to add custom characters to the invoice ID line. In 2017 - 2020, I started all my invoices with the year followed by 4 numbers. For example, in 2017 invoices would have been 170001. The same went for 2020. Some time between the beginning of 2020 and now, that capability has disappeared. All my invoices are stuck with the prefix of 20, but have been increasing by 1 for every new invoice.

Re: Is there a way to change the invoice number so I'm not starting at 00001 again?

Bill_Isles — Sat, 31 Dec 2022 17:52:13 GMT

I know this is an old post, but I see some recent replies to it.

If you manually change the invoice number, say, from 220123, to 230001 to start the year, it will continue from that point until you change it again next year.

Re: Is there a way to change the invoice number so I'm not starting at 00001 again?

Cheers2023 — Sun, 19 Mar 2023 15:55:58 GMT

I tried deleting the self-populated invoice ID#, then saving it to draft, but it put the ID# back to what it was.

Re: Is there a way to change the invoice number so I'm not starting at 00001 again?

_Violet — Tue, 21 Mar 2023 14:53:20 GMT

Hi @Cheers2023 - I see this is your first post in the Seller Community so I'd like to officially welcome you! 🎉👏

I just created a new test Invoice with the custom number, 1001, and was able to save it as a draft without the number changing from what I set it to.

Are you doing this from your Square Dashboard as well or within the Square Point of Sale app? I'll keep an eye out for your reply!