Quickly edit a Job or Estimate number in your account. The process to change an invoice number and an estimate number are the same, so in this article we'll run through it with an invoice.
Go to the job details page of the invoice you'd like to adjust. Click on the invoice number at the top left of the invoice details page.
A window will appear titled 'Invoice number.' Click on the existing invoice number to edit. Once the number is correct, click the 'save' button in the bottom right.
Note: Housecall Pro will always run invoice numbers in sequential order, starting from the HIGHEST number in the system. This means, if you change an invoice number to #100 but there is an invoice in the system listed as #200, the next invoice created will be #201, then #202, #203, etc.
Change Invoice/Estimate Number on an iPhone
Change the number of an invoice or estimate from your iPhone.
Whether you're changing an estimate or invoice number, follow the steps below.
The process is the exact same.
Things to know:
Estimate and invoice numbers are completely separate from each other.
An estimate and invoice can have the same number and be completely unrelated.
If you copy an estimate over to a job, the invoice number will not necessarily be the same as the estimate number.
Invoices will be numbered in ascending order based on the highest invoice number in the system (the same is true for estimates)
Open the Estimate or Invoice Details Page
Click on the 'Invoice' or 'Estimate' icon (paper airplane icon)
Click on the 'Settings' icon (gear icon in the upper right corner)
Click 'Change invoice number'
Type in the new invoice number. Then, click 'Change'
NOTE: Invoices will be numbered in ascending order based on the highest invoice number in the system
For example, if you change invoice #53 to #200. The next invoice created will be #201
Click 'Done' to save
Tap the 'X' in the top left corner to return to the invoice details page
Battling unpaid invoices? Check out 7 ways to get paid fast!