Next Invoice and Payment Number Settings

All Invoices, Stock Orders, Supplier Payments, Customer Payments and Customer Credits are assigned a unique identifying Number in Workshop Software. This article explains how to adjust Workshop Software’s settings to continue allocating these Numbers from a new value.

Please Note: The new value chosen for any Number must be higher than the previous value. This limitation prevents the creation of duplicate Invoice and Payment numbers that may cause sync conflicts with Accounting Packages like Xero or MYOB.

How to Update the Next Number value for documents in Workshop Software

  1. Click “Settings” on the sidebar and then “Company Settings”

Two cropped screenshots of Workshop Software's Dashboard. A cursor numbered 1 indicates to click "Settings", an arrow indicates the second screenshot opens and a cursor numbered 2 indicates to click "Company Settings.

  1. Scroll down to the “Next Invoice / Payment Number” section header, click on the arrow to expand this section.

A cropped screenshot of Workshop Software's Company Settings page. The header bar for Next Invoice / Payment Number is visible and a cursor indicates to click the arrow on the right of this bar.

  1. Click on the field of the Number you would like to modify the value of and enter a value higher than the previous.
    1. Invoice Number (3) is assigned to Customer Invoices and Job Cards
    2. Credit Number (4) is assigned to Customer Credits
    3. PO Number (5) is assigned to Stock Orders
    4. Receipt Number (6) is assigned to Customer Payments
    5. Supplier Payment Number (7) is assigned to Supplier Payments
    6. Once you have entered the numbers you would like to change click on the green “Save'” button in the bottom right hand corner.

This image shows a cropped screenshot of Workshop Software's Company Settings Page. The Fields of the Next Invoice / Payment Number box have 5 numbers identifying them in the text above and the save button is highlighted with a red box and cursor.

Good to Know

  • You can find this option under Settings > Company Settings in the left-hand menu.
  • Make sure you click Save after making your changes. If you navigate away before saving, your changes will be lost.

Frequently Asked Questions

Where do I find this setting in Workshop Software?

Go to Settings in the left-hand menu, then click Company Settings. Scroll down to find the relevant option described in the steps above.

Can I change this setting back later?

No, once a new value for a Number is chosen only a value higher may replace it, it is not possible to return to the earlier lower value.

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