M-Powered Invoices > Getting Started with M-Powered Invoices > Invoice numbers and M-Powered Invoices
Invoice numbers and M-Powered Invoices
You cannot issue M-Powered Invoices that contain non-numeric characters in the invoice number or use a duplicate invoice number.
M-Powered Invoices cannot be used with invoice numbers that contain non-numeric characters.
If you need to use invoice numbers with non-numeric characters, use your current invoice forms, not the forms specific to M-Powered Invoices.
When printing invoices that contain non-numeric characters in the invoice number, the following window appears giving you the option to remove the non-numeric characters.
If you click Yes, the Review Sales Before Printing window appears. Open the invoice transaction and replace the non-numeric characters.
If you click No, the How to pay section of your invoice will contain the words ‘Not Available’ indicating that your customers won’t be able to use the methods of payment offered by M-Powered Invoices.
In order to facilitate the matching of customer payments with the corresponding invoice transactions, we recommend that you do not create duplicate invoice numbers.
If you locate any duplicate invoice transactions, print them using your current forms, and then send them to your customers. Doing this will ensure a fresh start with M-Powered Invoices.
Your MYOB software has a built-in preference that warns you of a duplicate invoice number before you record the invoice.
To enable this preference, go to the Setup menu and choose Preferences. The Preferences window appears. Click the Sales tab and select the Warn for Duplicate Invoice Numbers on Recorded Sales [System-wide] option.
Backorders and quotes can be a source of duplicate invoice numbers. Therefore, we recommend that you also deselect the Retain Original Invoice Number on Backorders [System-wide] option and the Retain Original Invoice Number when Quotes Change to Orders or Invoices [System-wide] option in the Preferences window.
note : System performance
Checking for duplicate invoice numbers may slow down your system, particularly if you have many invoice transactions recorded.
|
1
|
|
2
|
|
3
|
Select the Open Invoices and Orders report and click Customise. The Report Customisation window appears.
|
|
5
|
Select Both from the Sale Status list to include both invoice transactions and orders in the list of open invoices and orders.
|
|
6
|
|
7
|
Click the Finishing tab.
|
|
8
|
Select Invoice # from the Sort by drop-down list to sort open invoices and orders by their invoice number.
|
|
9
|
Click Display. The Screen Report window listing all open invoices and orders sorted by their invoice number appears.
|
Identify invoice transactions with non-numeric characters in the Invoice # field and those with duplicate invoice numbers.
Related Topics
