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Published on:
September 14, 2023
By
Harshini

How to change Invoice number on the web

Step 1: Go to “Sales” and select “Invoices”.

Now, click on "Create Invoice” from the top right-hand corner of the screen. 

go to sales and select invoices

Step 2: Enter the invoice number

Click on the number box beside the invoice prefix present at the top of the screen and enter the Invoice number

Note: The numbers succeeding the number you have entered will be used for your future invoices.

enter the invoice number

Step 3: Fill in the customer's details. 

You can select existing customers from the drop-down list or add a new customer by typing in their details manually. 

(And fill in the necessary details like due date, reference number, etc.)

fill in the customer details

Step 4: Fill in the details of the products. 

You can select existing products from the drop-down list or add new products by typing in their details manually. 

To add more products, click on ‘+ Add New Product’, which will add new item rows.

Also, Click on ‘+ Add to bill’ and add the rest of the product details like quantity, category, discount, etc.

fill in the product details

Step 5: Fill in other required details 

Add additional charges (if applicable) and create or edit notes, as well as terms and conditions.

add additional charges

Step 6: Add your signature and click Save.

Your Invoice with your choice of invoice number is ready, and you can share it via WhatsApp, SMS, or Email with your customer.

save the invoice
Updated on:
March 16, 2024