Customize Invoice Number Series in Keka PSA

Easily customize invoice number series in for better organization and tracking

Personalizing Invoice Number Series in Keka PSA

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 Settings: Navigate to the "Projects" section, then select "Finances" followed by "Settings."
Locate Billing Entities: Find the desired billing entity under "Billing Entities."

3. Edit Invoice Number Series: Click the "Edit" icon next to the "Upcoming invoice number series."

4. Modify Settings: Change the number and suffix as needed.
5. Save Changes: Click "Update" to apply the new settings.

Conclusion:

By customizing invoice number series in Keka PSA, you can streamline your billing processes and improve organizational efficiency.

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