Edit and Reset Invoice Numbers

In The Customer Factor, you now have the ability to edit and reset your invoice numbers. The reset option is located on the invoice format screen. To access it, simply mouse over the "Invoices" navigation tab and click on the "Format" dropdown.

This feature is primarily designed for new users who wish to start their invoices at a specific number—by default, the starting number is 450. However, existing users can also use this option if they’d like to reset their invoice numbers to a higher value.

Next to the reset field, you’ll see text that looks something like this: (must be higher than #176544)

This indicates that the last invoice number created in your account was 176544, so the next invoice number must be higher. Duplicate invoice numbers aren’t allowed within your account. For example, if you set the reset number to 1000, your future invoices will automatically continue in sequence: 1000, 1001, 1002, and so on.

For the Edit Invoice Number feature, you can modify any existing invoice number directly from the view/edit invoice screen. Just click the invoice number link as shown below:

After clicking, a pop-up window will appear allowing you to change the invoice number.

Similar to the reset option, you cannot edit an invoice number to one that’s already in use. However, you can reuse a number that was previously deleted. For example, if you had deleted invoice #648, you can assign that same number again without issue.

To make the process easier, The Customer Factor provides guidance on valid invoice numbers. Without this safeguard, users might repeatedly attempt to assign a number that’s already taken, leading to errors. The reminder in the pop-up helps ensure that each invoice number remains unique and valid.

If anything else comes up, please let us know. Take care and have a nice day.

Best regards,