Why would you change your quote or invoice numbers?
When you generate your first quote or invoice in Streamtime, the sequence will commence with the number 1. If you've issued quotes or invoices in the past, you'll likely want to maintain this sequence in Streamtime. Additionally, if you're integrated with an accounting system like Xero, QuickBooks, or MYOB, you should adjust these number sequences to prevent duplicates.
Adjusting numbering sequences is straightforward. However, the method varies between quotes and invoices. Continue reading for detailed instructions.
Changing your quoting number sequence
Go to Streamtime and initiate a new quote. While editing the draft, replace the pre-filled quote number with your preferred quote number.
From this point, all new quotes will increment based on your updated sequence. No further action is required. You're set to go!
Changing your invoicing number sequence across different branches
Invoice numbering sequences are assigned to the Branches in your account. You can view the numbering sequence attached to that branch here, and edit the next number if you so wish. The next invoice you create will use this number and will increase sequentially from there.
If you're connected to an accounting package, your numbering sequence will be assigned to the integration. You can edit the numbering sequence by editing the integration on each branch page or Integrations.