Setting up numbering for estimates, invoices, and statements

Billings Pro allows you to customize how you wish to number your estimates, invoices, and statements. You can specify your settings in the Numbering pane of Billings Pro Preferences. Assign a number to start and Billings Pro increments it as you send more and more estimates, invoices, and statements. The number format could be anything you prefer.

You may also specify a prefix that can comprise of letters, numbers, special characters, or keys. For more information about the prefixes you can use, refer the following knowledgebase article.

For example, you can set your first estimate to be numbered 1 or 001 or 0001. If this is the case, Billings Pro numbers your second estimates as 2 or 002 or 0002 respectively. Billings Pro respects the 0 padding specified in the Number field.

To set up estimate, invoice, and statement numbering

  1. Choose Billings Pro > Preferences.
  2. Click Numbering.
  3. You can do the following:
    • To set up numbering for estimates, enter a prefix and number for "Next estimate."
    • To set up numbering for invoices, enter a prefix and number for "Next invoice."
    • To set up numbering for statements, enter a prefix and number for "Next statement."
  4. To update the information on Billings Pro Server immediately, click Sync. Otherwise, Billings Pro syncs with Billings Pro Server every 5 minutes automatically and will update the information during the next sync.

When you send an estimate, the Estimate # shows the combination of the prefix and number. When you send an invoice or a statement, the Invoice # or the Statement # show the combination of the prefix and number respectively. Changes made in the Preferences will take effect when you next open Billings.

See also

About estimates

About invoices

Setting up filenames for estimates, invoices, and statements