Sales Management

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Quote or Invoice Number

Quotes and Invoices are numbered in sequence, and the Number is generated automatically by the system in the format: YYYY-ID, where YYYY is the current year and ID is a zero-padded Quote or Invoice ID stored in the account settings. The Quote or Invoice ID is automatically incremented by 1 at each new Quote or Invoice creation.

Example: 2016-0009, 2016-0010

The Next Quote or Invoice ID can be modified in the Sales Options menu in the web account, Quotes or Invoices tab.

Note: Purchase Orders and Packing Slips also use the automatic numbering scheme. However the Next ID is not modifiable in the Options.

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