Invoice Number Group

To assign a starting invoice number or create invoice number groups for different databases select Setup | Invoice Numbers. A window similar to the following will appear.

An invoice number group is only used with the database it was created on.

Remove Clients

Remote clients that are allowed to generate their own invoices must add their own invoice number group to their database. DataSync will NOT synchronize an Invoice Number group created on the host/server database to a remote/client server. If this is attempted duplicates may occur. Duplicates cannot be deleted. They can be renamed and reused on the database they were created on, but not delete, inactivated or voided.

DataSync

Remember: DataSync will NOT synchronize an Invoice Number group created on the host/server database to a remote/client server. If this is attempted duplicates may occur. Duplicates cannot be deleted. They can be renamed and reused on the database they were created on, but not delete, inactivated or voided.

Click the Add button to add a new invoice number group.

Enter a Description and a starting invoice number. The Naming Code is optional. If used, it should be a short one or two character code. This code will be used as a prefix to the invoice number. It helps designate the site the invoice was generated when multiple sites are allowed to generate their own invoices. It will appear in places like Receive Payments.

QuickBooks Synchronization

There is a limitation when using the QuickBooks Synchronization feature. The QuickBooks invoice number can only be (11) eleven characters in length. The Interact QuickBooks Synchronization feature includes the Naming Code as part of the invoice number when synchronizing invoices. A dash is used to separate the naming code and invoice number. In the above example the invoice number would be 11 characters if synchronized to QuickBooks, Office-2001.

Omit the naming code when invoices are generated from one database.

Use a single character when invoices are generated from multiple databases and synchronized into one database for additional accounting purposes.

Related Links

Accounting Permissions

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