Selecting the Starting Invoice Number for an Office

You can set up the starting invoice number to be used by your office and by each office in your firm. You can also append the invoice number with an office identification number or override the system-generated number by manually entering alphanumeric invoice numbers. See Setting Billing Options for the Firm for more information.

Tip: If your firm assigns invoice numbers by office, we strongly recommend that you include an office prefix in the invoice number to prevent the creation of duplicate invoice numbers.

To set up a starting invoice number for your office, do the following:

1. Open Dashboard, click Application Links on the navigation panel, and then click Settings and defaults under Firm.
2. Select Practice > Billing Settings on the navigation panel.
3. Under Firm Defaults, select to generate invoice numbers by Office.
4. Click to expand the Office setup for invoice numbers section.
5. Select the office you are setting up invoice numbering for.
6. Select whether to add a prefix to invoice numbers to identify the office. If so, enter the prefix for the selected office.
7. Enter the Next available invoice number that is one number higher than any existing invoice number for the firm. If this is a new database, you can use the default starting number 1, or you can enter a different number.

Note: If you are editing the number, once the number is increased, it cannot be decreased.

8. Click Add Office  to add the office information you entered to the grid.
9. Click OK.