Invoice reference number

[Bart]

I’d like to have my invoice reference number set up in the following pattern:

44/02/2019 -> where 44 is the invoice number since the beginning of 2019, 02 is the month of issuing the invoice, and 2019 the year of issuing the invoice.

Is it possible to automate it?

[Lurch]

Not directly in Quickfile no as it increments the last number. If you did 2019/02/44 it would increment the 44 though if this is an option for you. You would have to manually enter the first invoice each year as Quickfile will simply auto increment from the last invoice number entered.

[Bart]

@Lurch thanks for the quick answer.

What about the month if I do it the way you suggested?

eg. 2019/02/44, then 2019/02/45 etc. but when March starts will it automatically change to 2019/03/46 ?

[Lurch]

Sorry, I should have said each month. I believe Quickfile will ignore everything before the last / so only the 44 would ever be incremented.

I’m not really sure why you’d want to do it that way anyway when using Quickfile as every invoice is stored and listed with the issue and due date and HMRC also prefer to see sequential numbering.