Customize Invoice Number Series in Keka PSA

Steps to Edit Invoice Number Series

1. Go to the Projects section.
2. Select Finances, then click on Settings.
3. Under the Settings tab, ensure you are on Billing Entities.
   
   
4. From the list, choose the Billing Entity you want to edit.
5. Click on Project Billing to open invoice settings.
6. Click the Edit icon next to Number Series.
   
   
7. In the Update Invoice Number window, edit the Prefix, Number, or Suffix as needed.
8. Click Update to save your changes.
   
   

To learn more about managing billing entities and invoice settings, visit: Managing Billing Entities and Invoice Settings on Keka PSA.