Set document number prefixes
Choose the prefixes on new invoices, bills, payments and journals.
- Who can do this
- Owners, or people with Manage business settings, roles & permissions
- Where
- Settings, then Accounting setup
On this page
Document prefixes help you recognize a reference in a list or search result. The settings apply to new numbers; existing documents keep their references.
Change a prefix
- Open Settings.
- Select Accounting setup.
- Find Document numbers.
- Enter the prefix for Invoices, Bills, Payments or Journals.
- Select Save changes.
Each prefix must begin with an uppercase letter. It may contain uppercase letters, digits and hyphens after that first letter, up to 10 characters in total. A blank prefix is not accepted.
The next invoice reference is displayed below the fields. It reflects the saved prefix when the page loads. It is a preview of a generated reference, not a reservation that guarantees another person cannot create an invoice first.
What happens next
QixCount generates later references using the saved prefix and its numbering sequence. This page does not offer a field to reset the sequence or renumber existing documents. If you change a prefix, existing records retain the references already assigned to them.
Continue to Set a backdating limit to review posting dates, or Design your invoice documents to change appearance and default wording.
Good to know
You need the Manage business settings, roles & permissions permission.