Change Invoice IDs

Change an invoice's ID to match your shop's numbering or a customer's requirements. Changing an ID affects only that invoice; it does not change the numbering sequence for future invoices. The ID appears across the invoice viewer, invoices list, customer portal, and at the top of the invoice PDF.

Open the invoice

You can open the invoice from either place:

• In a Quote or Sales Order, double-click the order to open its drawer, scroll to the Invoice section, then double-click the invoice row.

  

• From Invoices, double-click the invoice's row.

  

Change the ID

1. In the invoice header, click the pencil beside the invoice ID (do not click the main Edit button in the toolbar, which edits line items).

   

2. Enter the new Invoice Id. IDs can include letters, numbers, and symbols such as dashes.

   

   Duplicate ID Detected means another invoice already uses that ID. You can still save it, or choose a different ID to keep invoices easy to tell apart. Unique IDs prevent confusion in searches, customer records, and accounting sync.

3. Click Save. The new ID appears in the invoice heading. Choose Cancel instead to leave the ID unchanged.

   

The new ID updates immediately on the parent order, the invoices list, and newly generated PDFs without requiring an order re-save.

To set the number that new invoices start from, see How to Configure Sales Order, Quote and Invoice Starting Numbers.