How to change the invoice number

In the app

Order and invoice references are tied to the project / order record. The number shown on the invoice view and customer PDF usually comes from:

• Your internal order id, and/or
• The QuickBooks estimate or invoice number after sync

To change what the customer sees before approval, update the order title or reference fields on the order detail page, then refresh the invoice view.

After QuickBooks sync

Once an estimate or invoice exists in QuickBooks, numbering follows your QBO sales form settings (custom transaction numbers, prefix, etc.). Edit the document in QuickBooks if you need a different official number; the workspace will reflect updates on the next sync where supported.

Tip

Document your shop’s numbering convention in an internal note so admins do not re-use numbers across clients.