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Set the beginning invoice number

Practice CS defaults to numbering invoices automatically by adding one to the largest existing invoice number.
  • If you are new to Practice CS and begin billing from scratch, your first invoice number will be 1. Once that invoice is saved, the next invoice number will be 2.
  • If you converted and imported invoices from another application, your first invoice number will be one greater than the largest invoice number from the other application. If your last invoice number was 500, your first Practice CS invoice number will be 501.
  • If you assign an abnormally large invoice number to a particular invoice, Practice CS will default to adding one to that largest number, even if you switch back to using lower numbers on future invoices.
Because Practice CS always uses the next available invoice number, you may want to change your beginning invoice number. Your beginning invoice number could be your first invoice number if you are new to Practice CS, or it could be a new beginning if you have been using Practice CS for billing already.
To change your beginning invoice number, follow these steps:
  1. Select
    Actions
    , then
    Billing
    .
  2. Select a client, engagement, or project to bill.
  3. Select
    Detail Bill Selected
    .
  4. On the
    Summary
     tab, select the
    Number
     field to remove the
    (Next Available)
     text and enter the new beginning invoice number.
  5. Enter the remaining billing information for this invoice and select
    Save and Print
     or
    Save
    .

This article applies to:

  • Product: Practice CS
  • Subject: Billing