Click Submit to save your changes and the forthcoming invoices generated with the sequence will reflect the changes made. You can edit the prefix and the current number to suit your requirements. You can also edit existing invoice sequences by navigating to Invoice Sequence through Settings -> Billing & Invoicing.Ĭlick on the Edit icon in the Actions column to edit and modify the invoice sequences. * If you assign the current number as 0, the invoice created will have the invoice number as SR_2022_1. For example- if you set the prefix as SR_2022_ and the current number the as 8 0, the next invoice created with the sequence will be labeled with the invoice number SR_2022_81. You can assign a Prefix for the invoice sequence and the Current Number for the sequence. To create an invoice number sequence navigate to Settings -> Billing & Invoicing -> Invoice Sequence.Ĭlick on the Add new button to create a new invoice sequence. Set the Invoice Prefix and Next Number to match your mattero settings, then select Save.Create an Invoice Sequence for your invoices.Select Invoice Settings, then select Default Settings.Log in to your Xero account, select your organisation's profile in the top-left corner, and select Settings.To configure the Invoice Number Format in Xero: View the Xero Integration section of the Knowledge Base for more information. Please note, you must have an active Xero account and have configured your Xero account to sync with your mattero account before you continue. When the Starting Number is set, select Save, then select Save again in the Number Format tab to implement your changes.Ĭonfiguring the Invoice Number Format in Xero Your current Invoice number will also display in this window. Please note, this number must be greater than your current Invoice number.įor example, if your current Invoice number is "200", your new Starting Number must be at least "201" or more. In the window that opens, enter a new Starting Number.To set the next number in your Invoice number sequence, select Set Starting Number, or select Save to implement your changes.Further, if an Invoice number has fewer digits than the Number of Digits, the remaining digits will present a "0".įor example, if the Number of Digits is set to "5", but there are only four digits in an Invoice's number, the number will present as "01234". Please note, the Number of Digits is how many numbers will be shown on each Invoice, not the next number in your Invoice sequence. A sample of your next Invoice number will automatically generate. Select the Number Format tab, then enter a Prefix and the Number of Digits for your Invoices.Under Time & Costing, select Invoice and Xero Settings.To configure the Invoice Number Format in mattero: You can also change the Invoice Number Format in Xero, which this article will discuss below.Ĭonfiguring the Invoice Number Format in mattero For example, if your last system finished with Invoice number 10, you can set all mattero Invoices to start from "11" onwards.įurther, if you have integrated your mattero account with Xero, you will need to configure your mattero Invoice Number Format to follow the format used in Xero to ensure synchronisation occurs without issue. In this way, you can align any Invoices created in a prior system with any new Invoices created in mattero. You can set a prefix and starting number for any Invoices created in mattero once a starting number is set, the Invoice number will increase by one (1) with each Invoice you create.
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