Just subscribed to your product and I think it’s great. Very powerful!
I’m trying to figure out some custom invoice numbering I wanted to know more about this shortcode feature. Similar to this person: How to include month and day in the invoice number?
In QuickBooks Online, our invoices are always formatted as, “INV-2025-0045”, indicating this was the 45th invoice for the year 2025. Every year we reset it, eg, “INV-2026-0001”. This scheme is also applied to automated invoices, so there isn’t an overlap between manual invoices and automated invoices.
This same methodology is on estimates, but we use “EST” instead of “INV”.
Is there a way to automate this?
hillel
January 8, 2025, 3:33pm
2
Hi,
Welcome!
Yes, you can use this pattern for the invoice number:
INV-{$year}-{$counter}
Thank you.
It works great for manual invoices and quotes, but the automated invoices seem to share the same numbers as the manual invoices.
Any way for the system to assign a different number to automated invoices if it has already been taken by a manual invoice?
hillel
January 8, 2025, 4:55pm
4
There’s an option to add a prefix to invoices created by recurring invoices.
Note: if the number is already taken it won’t be reused for another invoice.
But is there a way for both types of invoices to share the same prefix (eg, “INV”), and to see each other’s numbers so they don’t end up the same?
For example, I don’t want to see an Automated Invoice with “INV-2025-0005” and a manual Invoice with “INV-2025-0005”.
hillel
January 8, 2025, 6:38pm
6
The app will use the next number to prevent two invoices from having the same invoice number.
