Auto Reference Numbers on Documents
Set the auto reference numbers for your Quotations, Invoices and Purchase Orders
Ben Thompson avatar
Written by Ben Thompson
Updated over a week ago

You can set your documents to begin from a starting reference number and automatically generate reference numbers when you create new documents.

Step 1: When editing a document, click the gear icon


Step 2: Select for the numbers to Automatically or Manually Generate

Option 1 - Auto-Generate numbers

You can choose to set your documents to 'Auto-generate', then enter the number you want documents to begin from.

Option 2 - Set Manually each time

You can select 'I will add them manually each time'



Watch how it works:


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