How to Personalise an Invoice Reference

Info

You can select your own invoice reference number and Type (and the software will protect you from duplicating references) as follows:

Setting a Personal Invoice Reference Number

1: Click Admin from the Menu.

2: Select Invoice Ref Number Categories from the drop down list - the Invoice Ref Number Categories window will open.

The Invoice Ref Number Window

1: Select New to add Reference Types - a new line will be created for editing.

2: Add description and default starting number.

3: Click OK to Save the data and close the window.

The Invoice Window

1: Unclick the auto assign tick box.

2: Select an invoice number.

3: Select the reference type from the drop down list.