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Change an invoice number

You can specify or change the number assigned to an invoice using detail billing.
important
If your starting invoice number is greater than one billion and you want your invoice numbers to be smaller, contact Practice CS support at (800) 968-0600.

Valid invoice numbers

A valid invoice number must be a number between 0 and 999999999 and can't already be assigned to an invoice. You may receive the following messages when entering an invalid invoice number:
  • Please enter a valid invoice number!
    This means that the invoice number you entered contains a letter or special character. Only numbers are allowed.
  • Please enter a number less than 999999999 for the Invoice number.
    This means the invoice number you entered is too large.
  • The following errors occurred while trying to save: Invoice Number already in use. Please use a different number.
    This means the invoice number you entered is assigned to another invoice.
note
If you enter an invoice number larger than the number previously assigned by the system, Practice CS will assign subsequent invoices numbers beginning with this newly entered invoice number.

Entering the invoice number when creating a bill

  1. Select
    Actions
    , then
    Billing
    .
  2. On the
    Bill
     tab, select the clients, engagements, or projects to bill.
  3. Select
    Detail Bill Selected
    .
  4. On the
    Summary
     tab, enter the invoice number in the
    Number
     field, replacing
    (Next Available)
    .

Changing the invoice number on an existing invoice

  1. Select
    Actions
    , then
    Billing
    .
  2. Select the
    Review
     tab.
  3. Select the invoice to modify.
  4. Right-click anywhere on the screen and choose
    Open Selected
    . The invoice will open in Detail Billing.
    note
    If the invoice is posted, you must first unpost it before you can open it.
  5. On the
    Summary
     tab, enter the invoice number in the
    Number
     field, replacing
    (Next Available)
    .
  6. Select
    Save
     to save the invoice.

This article applies to:

  • PRODUCT: Practice CS
  • Subject: Billing

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