How do I modify the auto-generated invoice number for the new financial year?
To modify/update the auto-generated invoice number for the new financial year:
- Go to the Invoices module on the left sidebar.
- Click the + New button on the top right corner of the page to create a new invoice.
- Go to the Invoice# field and click the Gear icon next to it.
- Edit the prefix of the invoice number based on the new financial year’s sequence. For example, if you’ve been using INV23-xxxx, you can change it to INV24-xxxx.
- Edit the Next Number field if you would also like the invoice number to start from one for the new financial year.
- Click Save.
Now, the invoice number will be auto-generated with the new prefix and next number for every new invoice.