Practice CS: How to change an invoice number

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Practice CS allows you to specify or change the number assigned to an invoice using detail billing.

If your starting invoice number is greater than one billion and you want your invoice numbers to be smaller, contact Practice CS support at (800) 968-0600.

Valid invoice numbers

There are limitations to invoice numbers. A valid invoice number must be a numeric value between 0 and 999999999 and cannot already be assigned to an invoice. You may receive the following messages when entering an invalid invoice number:

Note: If you enter an invoice number larger than the number previously assigned by the system, Practice CS will assign subsequent invoices numbers beginning with this newly entered invoice number.

Entering the invoice number when creating a bill

  1. Choose Actions > Billing.
  2. On the Bill tab, select the client(s), engagement(s), or project(s) you want to bill.
  3. Click the Detail Bill Selected button.
  4. On the Summary tab, enter the desired invoice number in the Number field, overwriting (Next Available)Show me.
    invoicenumber

Changing the invoice number on an existing invoice

  1. Choose Actions > Billing.
  2. Click the Review tab.
  3. Select the invoice you want to modify.
  4. Right-click anywhere on the screen and chose Open Selected. The invoice will open in Detail Billing.

    Note: If the invoice is posted you must first unpost it before you can open it.

  5. On the Summary tab, enter the desired invoice number in the Number field, overwriting (Next Available)Show me.
    invoicenumber
  6. Click the Save button to save the invoice.

Related topics:

Practice CS: How to set a beginning invoice number

Practice CS: Invoice number shows "Next Available"

Generating default invoice reference numbers

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