Invoice Numbering

[cemco]

Hi I have just started using Square and managed to set most things up...however I need to set the Invoice start number or give that a prefix as I am moving from Invoice2go..and I am one Invoice number 6188 there.

Square wants to start at 0001 and not only does that not work for me it will also cause my accountants and clients a major headache..it also looks like a new business..and we have been around dor 20 years.

Any info gratefully received.

Most invoice software allows you to set a prefix and start number..does Square ?

[Breffni]

Hey @cemco, thanks for posting! 

We don't currently offer a way to adjust the automated start number. However, once the invoice has been created you can delete the number that auto-populates and enter a customised one. 

To do so:

1. Go to> Invoices in your online Square Dashboard, and select an invoice.
2. Select Edit > Edit Invoice ID

I hope this will work for you. 

[cemco]

Not really we do lots of invoices daily and there is no way I can ask accounts to do this manually and remember the number sequence.

Most Invoice systems allow new users the option to start with their old numbering system.. this is a really basic issue which could be sorted easily.

[Breffni]

Sorry to hear that method won't work for your business @cemco and thank you for the feedback. 

Unfortunately what you are looking for would be a feature request at the moment. If we do have any updates on something similar becoming available soon, we'll let you know on this thread. 

[cemco]

I can get around this is there any way when sending Estimates a PDF of the Estimate can be attached to the email..my client has advised he has no means of downlaoding his pdf Estimate

[Breffni]

I've responded to this question on your most recent thread @cemco.