Change invoice number

Some times, there is the need to change the invoice number. For example today, I changed the numbering of the invoices but somehow the problem was that it was no applied and the system generated an invoice with wrong number. Now I can not get back and undo it.


5 people like this idea
  • What would be nice here is still keeping the SO number and invoice number the same but maybe for additional invoices do a - with additional number. Like this... SO 1005 Inv 1005 Second inv 1005-2 Third invoice 1005-3 And so on. This way is never messes up the overall number system.

    2 people like this
  • I have an issue where invoices go when goods arrive, it would be handy to be able to confirm the invoice number being issued rather than only autogenerate.


  • @Le-man Nebby:

    In General Settings scroll down to Sale process customisation

    The first dropdown is Assign invoice number

    If you select "On Sale Creation" then your Sales Order number and your Invoice number will be the same and you'll thus know what the invoice number will be when an invoice is generated.

  • I agree. Got an issue where Dear and Xero do not tie up. I have already sent the invoice to the customer from Xero so want to use that invoice number.

  • @Tristan Thomas

    said 2 months ago

    @Le-man Nebby:

    In General Settings scroll down to Sale process customisation

    The first dropdown is Assign invoice number

    If you select "On Sale Creation" then your Sales Order number and your Invoice number will be the same and you'll thus know what the invoice number will be when an invoice is generated.




    Is this still the case?

    We are brand new users of Dear, and we're finding that the Invoice number is different from the Sales Order number, and we need them to both be the same

  • Having a way to modify invoice or supplement invoice numbers would also be good for invoice revisions.  For example, for correcting an invoice amount.  


    Many businesses do not want to issue a modified invoice using the same invoice number, so it would be nice to have a way to modify the invoice number, or at least add a suffix to it, as mentioned above.


    I have implemented cases where we have fake this by using an additional attribute for purposes of printing an invoice.  As far as DEAR is concerned it is one invoice, but when printing invoices, it adds the suffix to the invoice number.  The printing of the different invoice suffixes is used for down payments, progress payments, etc.


  • Daniel


    There are two things you need to do on the General Settings page:  First make sure the Assign invoice number is set to On sale creation


    Second, scroll down the page and:  Set your Sale Order Number Format and Invoice Number Format - both of these numbers need to be the same.  


    From now on all SO and Invoices numbers will be the same.  There is no way to back-date existing SO or Invoice numbers. 


    Screenshots of both attached.

  • I would like this as well.


    We have sent the invoices out to the customer from Xero but it was not imported into Xero.


  • @Whoopsie Daisy, yes that's exactly what we need

  • Thanks Tristan that's a great help

    I've made those changes and I can see it working now.


    Now I have the problem whereby if i create 2 invoices from one sales order, it then 'steals' the next number, completely unsyncing SO & INV numbers again..

    Do you know if there is the option to fix this so the main SO & INV numbers stay in sync... maybe with suffixes?

  • Hmm, I can't see any way to do what you want if you're issuing multiple invoices for one SO.  All I can suggest is splitting any un-shipped (and presumably un-invoiced) products to a new SO and then only issue one invoice for every SO.

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