year-end-accounting

How do I modify the auto-generated invoice number for the new financial year?

You can modify the auto-generated invoice number according to the new financial year in two ways:

In the invoice creation page

  • Go to Invoices on the left sidebar.
  • Click the + New in the top-right corner.
  • In the creation page, click the Gear icon next to the Invoice# field.

    Generate Invoice Number
  • In the next pop-up, edit the Prefix of the invoice number based on the new financial year’s sequence. For instance, you can change the prefix from INV23-xxxx to INV24-xxxx.

    Configure Invoice Preferences Pop-up
  • Click Save.

The invoice numbers for your future invoices will be automatically generated with the new prefix.

In the Transaction Number Series page

  • Go to Settings.
  • In the Customization tab, click Transaction Number Series
  • Click Edit in the top-right corner.  

    Edit Transaction Number Series
  • Edit the prefix in the Invoice row.

    Edit Transaction Number Series
  • Click Save.

The invoice number for your future invoices will be automatically generated with the new prefix.

Similarly, you can modify the transaction number prefix for all your sales and purchase transactions.


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