I would like to custom label each invoice number myself for multiple clients and track each client. Files for each client with individual invoices together and totals.

Invoices should be able to be customized for each regular client billed. How can I change them?

Answer

Hi there, lswedell,

Let me share some information about customizing labels on invoices.

If you are using the mobile app, I suggest switching to your web browser since this selection is not available in mobile preference. First, you need to set your own numbering preference in your invoices, by turning on your Custom transaction numbers feature.

Here’s how:

  1. Select the Gear icon, then Account and Settings
  2. Select Sales, then click anywhere within the Sales form content section.  
  3. Check the box next to Custom transaction numbers.  
  4. Select Save and then Done
  5. Open an invoice or any sales form, and in the Invoice no.

I’ve attached an article in case you need reference on how to: Change the number on invoices and other sales forms.

Then you can open the Transaction List by Customer Report and customize it to find the tracking number.

Here's how to customize the report:

  1. Go to Reports on the left panel.
  2. Enter Transaction List by Customer in the search field.
  3. Click the Customize tab at the top.
  4. Under Filter, click the drop-down for Transaction type and select Invoice.
  5. Click Run Report.
  6. Click the Gear icon at the upper-right hand.
  7. Check the box for Num.

I've attached screenshots to walk you through the steps.

That's it! Let me know how it goes. Fill me in if you have other concerns about customizing labels on invoices, I’m always here to help. Have an awesome day!

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IntuitGlenn , Community Support Specialist
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