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Answered

Invoicing numbering scheme

PManca 2 years ago updated by Maciej (XTRF Senior Deployment & Training Specialist) 2 years ago 2

Hello,


We are new to XTRF and we need to start our invoicing with n. 5 instead of n. 1. How is it possible to change the numbering scheme?


Thank you very much for your help!

Answer

Answer
Answered

In your case, because the desired number is low, you can simply create 4 empty invoices for any test client. 


Here is a suggested path:

  1. Go to Invoicing
  2. Add a new invoice using the side option "Add empty client invoice". 
  3. Pick a dummy / test client. 
  4. Leave the amounts at zero and simply push the status to Ready or Sent. 




In case of minor changes, for example if you need to swap two numbers, or modify the number by adding something to it, you can enable number modification in Configuration.


This option will make the invoice number editable. It is otherwise controlled by internal numbering scheme. Numbering schemes are generally not customizable in case of Starter plan of XTRF. 




GOOD, I'M SATISFIED

Thank you!

Satisfaction mark by PManca 2 years ago
Answer
Answered

In your case, because the desired number is low, you can simply create 4 empty invoices for any test client. 


Here is a suggested path:

  1. Go to Invoicing
  2. Add a new invoice using the side option "Add empty client invoice". 
  3. Pick a dummy / test client. 
  4. Leave the amounts at zero and simply push the status to Ready or Sent. 




In case of minor changes, for example if you need to swap two numbers, or modify the number by adding something to it, you can enable number modification in Configuration.


This option will make the invoice number editable. It is otherwise controlled by internal numbering scheme. Numbering schemes are generally not customizable in case of Starter plan of XTRF. 




+1

What you see in the above screenshots is the most up to date version of XTRF. 


Don't be alarmed if your own XTRF doesn't look exactly the same. You can find the same settings right around a corner. See below.