Is there a way to set a recurring invoice to start at a certain number? So for example 0216?
When I try to create a recurring invoice, there doesn’t seem to be any option to add an invoice number, and then when I preview the invoice it just says “Invoice Number: [auto generated]”… How would I go about specifying the start the recurring invoice at 0216?
However, I cannot see how it knows that I need to start at 0216 and where to enter that number when setting up the recurring invoice. Thanks in advance.
There is 1 invoice list which uses a auto numbering sequence.
You can not set each recurring invoice to have their own sequence.
If the last invoice you generated in your invoice list is #00005 the next would be #00006 and so on.
When the next entry from the recurring invoice is processed in say a months time the number used would be the one after your last generated invoice in the invoice list at that time.
Thank you. How do I see the invoice list? I did create a manual invoice for that client, so would it automatically notice that and then start the recurring invoice from that invoice number? Or is there another way to make sure it starts at that point?
I did create a manual invoice for that client, so would it automatically notice that and then start the recurring invoice from that invoice number?
That’s correct.
The next invoice you create (Sales > Create new Invoice) you will see the next number it will use by default in the top right, you can overtype this and save the invoice and it will then continue the new sequence.
It’s not per-client - whenever you create a new invoice without explicitly specifying the number (whether that’s through a recurring profile, creating a new invoice as part of tagging a transaction as “payment from a customer”, or just manually without hand-editing the number) then the number it takes will be incremented from the most recently created invoice across your entire QuickFile account.
So the only situation in which the next instance of that recurring invoice would get number 0216 would be if it happened that at the time the profile fires the most recent invoice that had been created (manual or recurring, across all your clients) had been numbered 0215.
Most people never set invoice numbers by hand, so the first invoice they create will be 000001 and it will count up from there in one unbroken sequence, which is the simplest way to meet the HMRC requirement that VAT invoice numbers must be taken from one or more sequential series, and must not be duplicated.