Setting invoice numbers
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Where you set an invoice number depends on where you are creating your invoices:
Invoice numbers are automatically assigned by Xero. When SortScape creates an invoice, Xero uses your organisation’s invoice numbering settings (prefix and next number) configured in Xero. To change this setting in Xero go to Xero’s Settings > Invoice Settings > Default Settings.
QuickBooks Online
Section titled “QuickBooks Online”If you have the “custom transaction numbers” setting enabled in QuickBooks Online, SortScape will try to “guess” the next invoice number based on the invoice number of the last invoice created in QuickBooks.
If invoices created in QuickBooks Online are not getting allocated an invoice number, then turning off the “Custom transaction numbers” setting in QuickBooks Online should fix the problem.
Note - changing this setting won’t update existing invoices but will apply to any invoices you create after disabling custom transaction numbers.
Invoices within SortScape
Section titled “Invoices within SortScape”If you create invoices in SortScape (not in Xero or QuickBooks Online), you set the invoice number when you create the invoice.
SortScape invoice numbers are whole numbers only (for example 147, not WM-2026-147). Letters, dashes, and other characters are not supported on web or in the mobile app.
When you create an invoice, SortScape suggests the next number based on your most recently created invoice (that number plus one). You can override the suggestion with any unused whole number. Later invoices will continue from the most recently created invoice’s number.
You can also change the invoice number later by opening the invoice and clicking Edit, as long as the invoice is not marked paid.