Customize Invoice Number Series in Keka PSA

Easily customize invoice number series in for better organization and tracking

Keka PSA empowers you to customize invoice number series for enhanced organization and tracking. By setting up your own series, you can automate invoice numbering and avoid manual entry.

Each invoice is assigned a unique identifier known as the invoice number, which is essential for accurate accounting and record-keeping, particularly when multiple invoices are issued each month. In Keka’s Timesheet Invoicing feature, you have the ability to create a personalized invoice number series. This functionality not only streamlines the invoice numbering process but also eliminates the need for manual entry each time an invoice is generated.

Steps to Edit Invoice Number Series

Navigate to the Projects (1) section, then select Finances (2) followed by Settings (3). Then under settings tab make sure you are on Billing entities (4) .

Next, find the desired Billing entity from the list and select it to proceed. Here, click on Project Billing (1) to see the invoice settings where you can click on Edit (2) icon next to Number series.

In the Update Invoice Number window, you can modify the Prefix, Number, and Suffix (1) according to your preferences. After making your adjustments, simply click on the Update (2) button to save your changes.

We hope this guide has clarified the steps to edit your invoice number series. If you require further assistance, feel free to explore our additional articles or reach out to us for support!

To dive deeper into managing billing entities and invoice settings, please click here: Managing billing entities and invoice settings on Keka PSA