Invoice Prefix

Alex Vasquez's Avatar

Alex Vasquez

16 Apr, 2013 06:14 PM

Hey,
I'm noticing my new invoices are prefixed with 'zoho.' Is that by design? Is it possible to change/remove the prefix?

Just curious.

Thanks.

  1. Support Staff 1 Posted by Seth B on 16 Apr, 2013 06:19 PM

    Seth B's Avatar

    I'm not looking at your account right now (getting coffee at my breakfast table), but I'm guessing that when you imported your invoices you created a few with that prefix?

    Here's how our numbering system works:

    http://help.cashboardapp.com/kb/misc/document-numbering-assigned-id

  2. 2 Posted by Alex Vasquez on 16 Apr, 2013 09:43 PM

    Alex Vasquez's Avatar

    Many moons ago I used zoho when I first started up my business, so that's why I thought it was odd that new invoices would be prefixed with that. I don't recall choosing to have that, or even having hte opportunity while doing the import. If it's possible to remove or change, I'd like to know how.

  3. Support Staff 3 Posted by Seth B on 16 Apr, 2013 10:18 PM

    Seth B's Avatar

    It had to be in something during your import, because obviously we'd not put "Zoho" in anything...they're a competitor ;)

    Anyway, I've gone through your account and automatically removed those prefixes from all of your invoices.

    In the future, just keep in mind that any letters/numbers followed by a dash are considered a "prefix" and our system will increment from there - as noted in that help article I referenced previously.

    Hope that clears everything up for your data import!

  4. 4 Posted by Alex Vasquez on 17 Apr, 2013 06:10 PM

    Alex Vasquez's Avatar

    We good! Thanks, Seth!

  5. Alex Vasquez closed this discussion on 17 Apr, 2013 06:10 PM.

  6. Seth B re-opened this discussion on 09 Jul, 2013 10:13 AM

  7. Support Staff 5 Posted by Seth B on 09 Jul, 2013 10:13 AM

    Seth B's Avatar

    Wanted to let you know that we're pushing a new feature that allows you to reset the numbering system, as explained here:

    http://help.cashboardapp.com/kb/misc/document-numbering-assigned-id...

    Please let me know your thoughts.

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