About Numbering Preferences

The Numbering Preferences are useful for customizing prepayment labels, numbering, and file names for estimates, invoices, and statements. If you intend to use prepayments, you may choose a prepayment label. When you create an invoice, you can choose to apply the client's retainer and lower the total amount due. Billings automatically creates a special line item to show the prepayment with the selected label.

Under Numbering, the Prefix and Number fields are used to set numbering for estimates, invoices, and statements. You can assign a number to start and Billings increments it as you send more and more estimates, invoices, and statements. The number format could be anything you prefer.

For example, you can set your first estimate to be 1 or 001 or 0001. If this is your case, Billings numbers your second estimate as 2 or 002 or 0002 respectively. Billings respects the 0 padding in the Number field. When you send an estimate, the Estimate # shows the combination of the prefix and number you have set up in the Preferences for "Next estimate."

When you send an invoice, the Invoice # shows the combination of the prefix and number you have set up in the Preferences for "Next invoice." When you send a statement, the Statement # shows the combination of the prefix and number you have set up in the Preferences for "Next statement."

The Filenames section allows you to set up filenames to save your estimates, invoices, and statements. File names are completely customizable. For example,

See also

Setting up numbering for estimates, invoices, and statements