When setting up your invoice template in Nursebuddy, you can decide the first invoice number to be generated. Any new invoice generated from the Client Visit List Report will be numbered consecutively after the chosen number.
Resetting the invoice number for specific invoices
When you need an invoice to contain a specific invoice number, visit Reports > Client reports > Visit List and go to the Actions menu. Select the option Create invoice with number, as shown below:
This will open a pop up window for you to select what invoice number you would like to have in the invoice:
By default, it will show you the last number in the invoice template. You can choose to continue with this number, or to change it to another one:
If you are generating invoices for a client who has multiple invoice contacts e.g. Private and Council, one of the invoices will be numbered as 000002 and the other will be 000003.
If you need a specific contact to have a specific invoice number, filter the contact first and then generate the report with the option Create invoice with number
If you don't need to edit invoice numbers and want to keep using the rolling sequence coming from the invoice template, you can continue using the Create invoice option