When you first set up your invoice template, you choose your starting number. From then on, Nursebuddy automatically numbers every new invoice consecutively so you don't have to think about it!
Creating an Invoice with a Custom Number
Sometimes you need an invoice to have a specific, non-sequential number. To do this, head to your Client Visit List Report and open the Actions menu, as shown below:Choose the option "Create invoice with number"
A pop-up window will appear. By default, it shows the next number in your template's sequence, but you can manually type in any number you prefer:
If a client has two payers (like a family member and a local council), Nursebuddy will generate two separate invoices and assign them the next two consecutive numbers in your sequence. e.g. Private and Council, one of the invoices will be numbered as 000002 and the other will be 000003.
If you need one specific payer to have a specific number, filter the report by that Invoice Contact first, then use the "Create invoice with number" tool.
If you’re happy with your current sequence, just keep using the standard "Create Invoice" button—Nursebuddy will take care of the numbering for you!