Feature release: set up your own invoice auto-numbering

Invoice auto-numbering

With this release, we’ve made it much easier for you to keep your invoice numbering consistent across multiple systems. When creating invoices in Rex, you now have the option to set up custom sequential invoice numbering. If you’re not involved in “the money stuff”, your eyes have probably already glazed over. But, if you have anything to do with incomings and outgoings, this release is going to make your life that bit simpler. Here’s the short version:

  • You can now set up your own auto-numbering, unique to your agency!
  • You can choose a starting number, which automatically increments every time you create an invoice
  • You’ve got the option to add a prefix to your invoice numbers
  • All of this means that, if you have your own numbering scheme, you can get it consistent in Rex.

Read on for the long(er) version and details about how to set this up in your account.

Why bother?

An invoice number is a unique, sequential code that is systematically assigned to invoices.Invoice numbers are one of the most important aspects of invoicing, as they ensure that your agency’s income is properly documented for tax and accounting purposes. They also make it easier to track payments. Invoice numbers are shown at the bottom of the invoice when you print it from Rex.

Setting up custom sequential invoice numbering

First thing’s first: only those of you with the Advanced Settings privilege will be able to do this. To set up this functionality, head to the Finance tab of Advanced Settings. You’ll notice a new section called Invoice Numbering. Tick the custom sequential invoice number box to turn the functionality on, and the fields will become editable. Pop in an invoice numberprefix, if you would like a set of letters or numbers to appear before all of your invoices. Then, add the next invoice number. This very helpful for any agencies migrating onto to Rex from another system - your Rex invoice numbers can simply pick up where your other system left off! Click Save changes and Rex will spit out an example of what your invoice numbers will look like.

Set ionvoice numbering

If you choose not to enable this functionality, things will simply carry on - business as normal. Your invoices will be given a number that we increase by one every time a user in any Rex account creates an invoice.

Global search for extra handiness

We recently added support for invoice numbers as a global search query. This means you can find invoices with a few taps of the keyboard and instantly land on the financials tab in the Listing screen. This is handy for those of you that use Rex invoice numbers as your deposit references in the bank when you’re reconciling your bank statements. And if you work in an agency with multiple offices using Rex, you can use the new Group App to search invoice numbers across your Rex accounts! Got some suggestions for us? We’d love to hear them – let us know at Uservoice.

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