How to change the invoice number

In the app

The number on the invoice view and customer PDF usually comes from:

• Your internal order number, and/or
• The QuickBooks estimate or invoice number after you sync

To change what the customer sees before approval, update the order title or reference fields on the order, then refresh the invoice view.

After QuickBooks sync

Once an estimate or invoice exists in QuickBooks, numbering follows your QuickBooks sales form settings (custom transaction numbers, prefix, and so on). Edit the document in QuickBooks if you need a different official number; Custom Designer will pick up updates on the next sync when that’s supported.

Tip

Agree on a numbering convention with your bookkeeper so the shop doesn’t reuse numbers across clients.