On desktop? Click HERE for the desktop help article.
Choose a numbering system
1) Open the mobile app and log in
2) Tap the Settings icon
3) Tap Numbering system
4) There are 2 options for how invoice numbers are created in Rounded.
Option 1 - Simple sequential
Tap Simple sequential (00001) and Save if you want to create a system-wide set of sequential invoice numbers irrespective of which client an invoice is created for. Each new invoice will have a number 1 greater than the previous one.
The first invoice created will have the number 00001; however, the invoice number can be edited on the draft invoice to start the sequence at any number.
Example: The invoice number has been changed to 00016. The next invoice created will be 00017.
Option 2 - Add client prefix
Tap Add client prefix (ROU-00001) and Save if you want to add a client prefix specific to each client. Invoice numbers will then be sequential for each client.
The client prefix field can be found in the main client record card.
The prefix will be reflected on all future invoices, and the draft invoice number can be edited to start the sequence at any number.
Note: The numbering system is universal and will be reflected in all future quotes and invoices.
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