Invoice prefixes are used to identify and organize different invoice types. For example, a venue may reset the invoice sequence each year with a new prefix, such as 2027-0000001 (YYYY-Invoice Number) or use a different numbering sequence for each invoice type, such as D-0000001 (DEPOSIT-Invoice Number).
Changing your invoice numbering settings or invoice prefixes does not affect existing or past invoices.
To create invoice numbering prefixes:
- Click your name in the upper left and select Inventory & Prices.
- Click Setups > Invoices.
- Click the editpencil icon by Invoice Numbering Options.
- In the slider, you can:
- Click a name field to update a prefix's name.
- Click + Add Another to add a new prefix.
- Click the delete remove icon next to a prefix to remove it.
- Check the box under a prefix to mark it as the default. This prefix will be pre-selected on the Create Invoice slider, but can be updated if needed.
- Click Save.