Sequential Invoicing

For certain organizations, it is useful to have a unique invoice number for each posted contract separate from the unique contract number.  To enable this option, check the box in the accounting tab of parameters, ‘Use Sequential Invoice Number’.  Enabling this will also turn on adjustments for account and cash customers and disable the ability to turn them off.



The invoice numbers will be visible within customer dashboard (A column option that can be turned on or off), account payments, and accounts receivable manager. It is also a special fields option that can be added to the mass fax/email template or email letter templates and is a field search option. Any credit adjustment created off of a contract with an invoice number will reference that invoice number in the notes.  A contract will receive an invoice number when the contract posts.

The invoice number the user would like the system to start with can be defined in the Next Number File in File Maintenance. Since users have the ability to modify their invoice numbers in the next number file to align with their invoicing software, there is a chance that they may enter an invoice number that has already been used in the system.  Should that happen, when a contract is closed, the system will determine the highest invoice number in the system, increment it by one, and assign that invoice number to the contract being closed. The next number file will also be updated to reflect this.