Setting Up Managed Invoice Numbers
This article is part of the Setting up for Blockworx Generated Quotes and Invoices section which is part of the Getting More out of Blockworx section.
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Introduction
When you've carried out work for a property management company, you can have Blockworx create an invoice for you instead of submitting your own invoice file. To save time, you can configure a format for managing your invoice numbers rather than insert these for every invoice.
Each time you submit an invoice, you can choose whether to use the next number in your managed invoice number format, or you can over-ride this to add a custom invoice number if you wish.
You can only configure Managed Invoice Numbers in the web portal and not in the app. However, once these are configured, they will be able to be used whether you are submitting an invoice in either the app or the web portal.
This article will guide you through the process of configuring Managed Invoice Numbers. To see where these can be used you might want to take a look at the Submitting an Individual Invoice for a Job article.
You will need to be an administrator of your company account to be able to set these up.
Setting up Managed invoice Numbers
- Click on the Admin tab in the blue header bar in Blockworx.
- Click on the Invoice Settings tab inside the Admin screen.
- Click in the box next to Tick here to use managed invoice numbers.
- Enter an invoice Prefix into the top field.
- Click to select an option from the Date Format box.
- This will enable you to include a date format in your invoice numbers.
- If you wish you can tick the Include Recipient Company Initials option.
- This will insert the initials from the name of the individual property management company into your invoice number when you are submitting an invoice for a job they have sent you.
- Next, enter a number into the Starting Invoice Number box that you wish your invoices to start from.
- When Blockworx is creating an invoice it will count forward from this number.
- You may have noticed, that as you have been making your selections, Blockworx has been building an Invoice Number Example near the bottom of the screen.
- Check this out and if you are not happy with it you can edit your choices in the boxes above.
- When you are happy with the example, click on the green Save Your Invoice Settings button at the bottom of the screen.
- Blockworx will confirm that the invoice settings have been updated.
- You can return to this screen at any time to edit your managed invoice settings.
- If you would like to stop Blockworx from using managed invoice settings, return to this screen and remove the tick to use managed invoice numbers.
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