How to set a custom invoice number? - CaseFox

How to set a custom invoice number?

Default invoice numbers start at the number 101.

To set a custom invoice number pattern, please Visit Settings -> Invoice option ->  Invoice Number. Custom invoice number includes three parts. A prefix, a suffix and a starting number. Prefix and Suffix can be any string without quotation marks. (e.g., DLAW). Starting number must be a numeric.

For prefix or suffix, you may enter the word YEAR and the system will automatically use four letter years (e.g., 2013) of invoice year. For example, entering prefix YEAR- will generate invoice number 2014- for all invoices created in year 2014. Please note that any changes in custom numbering and pattern will apply to future invoices only. In addition, you can also change invoice numbers of individual invoices to any custom word or number or a mix thereof. Simply click on the invoice number in the listing of invoices and enter a custom number/word.

    • Related Articles

    • How to retrieve details through Invoice Number?

      CaseFox enables clients to retrieve details through Invoice Number to do the same you just need to follow quick steps 1. Login to CaseFox. 2. After logging in, you'll be prompted to the dashboard. 3. From the dashboard go to the left sidebar, select ...

    • How to set up a recurring billing cycle?

      Login -> Settings-> Invoice -> Automated Email -> Add Billing -> Add client -> Details -> Save 1. Login to CaseFox. 2. Go to the dashboard, to the left corner you will find the sidebar. 3. From there select settings and choose the subhead ...

    • How to use Invoice Templates?

      Two templates are provided for PDF invoices. Default templates are configurable via Invoice Settings and provide greater details. A simplistic invoice template is also provided. 1. To use the simplistic template, click on Settings -> Invoices -> ...

    • How to set up LEDES XML2.0 billing settings?

      CaseFox is configured to generate invoices in various formats such as PDF, Word, LEDES 1998B, and LEDES XML 2.0. While some of your clients may require e-billing in LEDES 1998B format some others, especially when a jurisdiction imposes tax on ...

    • How to set up check-up printing?

      Login -> Dashboard -> Settings-> Organisation -> Check Printing -> Fill in the details 1. Login to CaseFox. 2. Go to the dashboard, to the left corner you will find the sidebar. 3. From there select settings and choose the subhead “organization”. ...