How to View and Edit Invoice Number Prefix in myBillBook?

Feature Overview:

In myBillBook, invoices are automatically numbered sequentially, starting one number higher than the last invoice. However, businesses may wish to customize their invoice numbering system by adding prefixes (e.g., INV-2024) or manually changing the invoice number sequence. This feature helps businesses maintain a systematic and personalized invoicing format that aligns with their unique requirements.

Key Benefits:

• Streamlined invoicing with personalized prefixes for easy tracking.

• Flexibility to reset or modify invoice numbering to suit business needs.

• Maintains professionalism with well-organized invoices.

How to Set Up and Use This Feature:

Viewing and Editing Invoice Numbers:

Step 1 : Open the Invoice creation screen in the myBillBook app

Step 2 : Locate the Invoice Number Field at the top of the page.

Step 3 : To modify the invoice number:

• Click the Edit button in the top-right corner.

• Enter the desired invoice number.

Step 4 : To add a prefix:

• Click on + Add Prefix below the Invoice Number field.

• Enter your preferred prefix (e.g., "INV-", "2024-").

• The prefix will now appear before every subsequent invoice number.

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FAQs