How to fix: Invoice numbers stay same on recurring transactions in QuickBooks Online

Case: With recurring transactions none of the invoice numbers ever change. They are the same month to month, as well as across multiple customers with same invoice number. It is becoming a huge problem getting paid from Customers (Clients) when they see the same invoice number every month.

First, we will need to turn on Custom Transaction numbers. You can do this by going to the Company Gear icon (upper right corner) > Company Settings under Settings > Sales > Sales Form Content > check “Custom Transaction Numbers” > ON > Save.

Click on the screenshots below to enlarge them
custom transaction numbers

Now, go to the Company Gear icon again > Lists > Recurring Transactions. Delete the “Invoice number” from the field and Save.

delete inv no

YouTube Tutorial Video:

Subscribe to our world famous YouTube Channels

  • VPController
  • NewQBO
  • QuickBooks - Sign up for a 30-day FREE Trial

    USACanadaUKAustralia
    ca120x90uk120x90au120x90
    QuickBooks Logo Authorized Affiliate100aa100aa100aa

    Leave a Reply

    Your email address will not be published. Required fields are marked *