Skip to main content
Associating an invoice number scheme with a buyer

Make sure any invoices generated for a buyer follows the same invoice number sequence

Dec Norton avatar
Written by Dec Norton
Updated over a year ago

If you have multiple invoice number schemes set up within your environment, you may want to ensure that a given buyer's invoices always follow the same invoice number scheme.


Associating a number scheme with a buyer

First open the buyer's record from one of the follow locations:

  • Main Navigation → People → Buyers → Select the buyer from the list

  • Open the client's record, then Financial → Buyers → Select from the list

Once you have the buyer page open, open Settings on the left-hand side.

The Invoice Numbers section will show if a scheme has already been associated with this buyer. Click the pen button in this section to change it.

Select the desired invoice number scheme from the list, and click Save.

Now, every time an invoice is generated for this buyer, it will be issued with a number generated from this scheme.

❗️ The scheme will not be applied historically, and will only be associated with newly created invoices.

Did this answer your question?