How to Set Invoice ID Format?

To set the Invoice ID format:

  1. In the Action Bar, click the Invoice ID Format icon and under Modules, select Invoice.

    Invoice ID Format

  2. Under the General section, type the desired format in the text-box provided and choose the desired separator.

    Note: Invoice ID Format is a mandatory field.

    Invoice ID Format

    For more information on Invoice ID format, refer to What is an invoice ID format?

  3. Click the Save button.

    The new Invoice ID format is now set.

Initial Setup


Frequently Asked Questions