Document numbers

In the app: Settings → Document numbers

Each kind of document has its own series: Quotes (Q-0001), Estimates (E-0001), Invoices (INV-0001), Credit notes (CN-0001) and Change orders (CO-0001).

How numbering works

• A document gets its number when you send it, from Quotebird’s server. Drafts have no number.
• Numbers run on without gaps. A voided invoice keeps its number, and a revised quote keeps its number.
• Because the server gives the numbers, this screen and sending both need a connection.

Carry on from another app

Before a series gives its first number, you can change it:

1. Tap the series, for example Invoices.
2. Change the Prefix (up to 10 letters, digits and . _ -, not ending in a digit) and the Next number.
3. Check the line The next one will be …, then tap Save.

Once a series has given a number, its row says In use and it can’t change. Two series can’t share a prefix.