Web Dashboard: Estimate/Invoice Numbering Format

 1.  Click Settings.

 

2.  Click on Document Settings. 

 

3.  Scroll down to Document Numbers.  The default is Yes, meaning that your invoices will be generated using InvoiceASAP's default numbering system.

 

When you our numbering, the document number is in this format: 

Iyymmdd999: 
I = invoice or E for estimate
yy = Current Year 
mm = Current Month 
dd = Current Day 
999 = sequential number 

So if your invoice number is I240116100, that means this is an invoice, created on 2024-01-16, and the 3 digit sequential number for this invoice is 100.

 

4.  If you click no, then you are using your own invoice numbering format.

 

5.  Add the Starting Document Number and click Save.  The Starting Document Number will be the next number automatically assigned to your invoices & estimates.

NOTE:  When you set your invoices to be sequentially numbered, the sequential number applies to all documents.
For example, if you set your Starting Document Number to be 100, then the next invoice you create will be 100.
If you create an estimate next, that will be number 101.
And if you create an invoice after that, it will be number 102.

 

6.  If you want, you can add a text or number as a document prefix.  Some of our merchants will add "M" (for Mobile) as a prefix.  Other merchants will add a 2 digit year as a prefix.  This is completely optional and up to you if you want to add a prefix.  Click Save to save the Prefix.

 

That's it!  The next time you save an invoice or estimate, InvoiceASAP will use the document numbering you've saved.