How to Configure Invoice Numbers and Prefixes

With Upmind's billing system, you can easily set invoice prefixes and numbers for efficient tracking and management. Additionally, as an administrator, you have the option to separate invoice numbers for free invoices and hide zero-amount invoices from your clients in the Miscellaneous section, if needed. This action should be done under the Order Option Settings.

How to Set Invoice Number and Prefix

If you decide to make the invoice number sequence and just follow the numbering for zero-amount invoice, you can follow these steps:

1. Navigate to Settings.
2. Select Order Options and Find Invoice Number to customize your invoices with prefixes and numbers.

3. Hit the Save button.

How to Separate Invoice Number for Zero-Amount Invoices

If you want to separate invoice numbers for zero-amount invoices to better organize them, you can follow these steps:

1. Navigate to the Settings.
2. Select Order Option.
3. Ensure to tick the box in the Miscellaneous section “Separate number sequence for free invoice”.

4. Scroll up and find Invoice number to set the Free Invoice Number and Prefix.

5. Hit the Save button.

How to Hide Zero-Amount Invoices from Clients

If you wish to hide zero-amount invoices from your clients, you can follow the steps below:

1. Go to Settings and select Order Options
2. Scroll down and find the Miscellaneous section.
3. Find and tick the box "Hide 0 invoice for clients".

4. Hit the Save button.