Estimate & Invoice Numbers

Understand how document numbering works and how to customize it for your business.

How Numbering Works

Estimate and invoice numbers are sequential. The application automatically uses the last number used and increments from there.

Key Points

  • Numbers are assigned automatically when creating new documents
  • Estimates and invoices have separate number sequences
  • The system tracks the highest number used

Changing Document Numbers

You can manually change the estimate or invoice number when needed.

  1. Set Status to Draft

    Ensure your estimate or invoice is in Draft status.

  2. Press the Number

    Tap or click on the estimate or invoice number displayed on the document.

  3. Enter New Number

    Type the number you want to use.

  4. Automatic Continuation

    Future documents will continue sequentially from the largest number.

Note: The sequence will automatically continue from the largest number in your system, ensuring no duplicates are created.