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invoice number reset

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Kenny Lindberg

26 Jun, 2013 12:25 PM

I would like to reset the invoice number. By mistake the first invoice I entered was an hand-created and generate with a customer ID. Can I reset the next invoice number somehow? Thanks.

1. Support Staff 1 Posted by Seth B on 26 Jun, 2013 10:37 PM

   

   Hi Kenny,

   Unfortunately you can't reset assigned IDs at this time. Perhaps sometime in the future - but the way that it works now is outlined here:

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

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2. 2 Posted by Kenny Lindberg on 01 Jul, 2013 11:40 AM

   

   Hi Seth.
   I changed an invoice to a 2012-# pattern and the 2012- didn't carry forward
   to the next invoice. Am I missing something?
   Thanks, Kenny

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3. Support Staff 3 Posted by Seth B on 01 Jul, 2013 06:04 PM

   

   Yes you are missing something.

   The system sees your "PCA" prefix as "higher" than 2012 - so it's using that. At this time you'd need to edit whatever invoices start with "PCA" and remove that if you wish to use the 2012- scheme.

   This is a recurring problem, so I'm thinking of the best way to provide a "reset", as multiple customers have asked for just such a thing.

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4. 4 Posted by Kenny Lindberg on 01 Jul, 2013 09:28 PM

   

   OK, let me see if I get this.
   So if I make the next invoice start with Y2013-{num} it will replace
   PCA-{num} since it's higher alphaumerically?
   Thanks, Kenny

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5. Support Staff 5 Posted by Seth B on 01 Jul, 2013 09:29 PM

   

   Correct.

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6. Support Staff 6 Posted by Seth B on 09 Jul, 2013 10:13 AM

   

   Hi Kenny,

   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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7. 7 Posted by Kenny Lindberg on 09 Jul, 2013 10:51 AM

   

   Hey Seth,
   Thanks for doing this, I appreciate the response and action.
   I'm sure I'll use it later ;)
   I switched to Y13- as a prefix by the old method and I'm all good now.
   Thanks again!
   Kenny

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8. Kenny Lindberg closed this discussion on 16 Sep, 2013 01:55 PM.