This guide provides all the essential information about configuring sequential invoice numbers.
Please follow the steps below:
Step 1: Log in to your Shopify account.
Step 2: Go to the “Apps” section of your Shopify store and select Easy Invoice+. You will be automatically redirected to the app dashboard.
Step 3: Click “Design” on the left side panel of Easy Invoice+ and select “Invoice”.
Step 4: Click on the “Prefix & Number Settings” on the left side panel of the “Invoice Settings”.
Step 5: In the “Prefix & Number Settings” section, you can enter any number you want your invoices to start with in the “Invoice Start Number” field.
You can add a prefix and a suffix to your invoice number, these are optional.
You can set a start date in the Financial Year Start Date field so your invoices start at the specified date. For example, if you set a start date as 01.01.2024 and print/download/send an order from 01.01.2023, that order won’t be numbered with a custom invoice number.
You also have the option of using invoice numbers for Shopify POS orders. If you wish to activate this option, you need to change the “Use invoice numbers for Shopify POS orders.” to “On”.
If you make a mistake with your custom or sequential numbers, you can reset them by clicking the “Reset Custom/Sequential Numbers” button.
Custom/Sequential Numbers are only used with Invoices, Credit Notes, and Custom Invoices.
If you send invoices to multiple countries, Easy Invoice+ allows you to use sequential invoice numbering for each country individually.
Note: If you have multiple stores using Easy Invoice+ and want to use custom numbering across stores, please create a support ticket through the “Support” section, or click here to email us your activation request.
Step 6: After making the necessary changes, click on the “Save Changes” button in the top right corner.
After completing the setup for custom invoice numbering, print one of your store’s orders to verify the output.
You’ll see the custom invoice number in the Order # field of your invoice template. You can always change the Order # into something like Invoice #.
All text fields are inline-editable, allowing you to change any text by simply clicking on it.
For your convenience, we’ve provided a step-by-step video tutorial that demonstrates how to set up and use sequential invoice numbers.
If you have any additional questions, please visit the “Support” section in your app dashboard to create a ticket, or click here to email us with your query.
We are always here to help.