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Choosing a numbering system for invoices and quotes

Pick the invoice and quote numbering style that fits your workflow

Written by Oliver Garside

In Rounded, you can choose one of two invoice and quote numbering styles in SettingsNumbers and names, then click Save.

Simple sequential: one continuous number across all clients (next invoice is always +1).

The first invoice starts at 00001, but you can edit a draft invoice to start the sequence at any number (example: set it to 001001, and the next will be 001002).

Add client prefix,: each client gets their own prefix, and numbers run sequentially per client.

The prefix is usually the first 2 or 3 letters of the client name, and you can change it in the client’s main record card.

Remember to download the Rounded mobile app!

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