OfficeRnD Flex gives you full control over how invoice numbers are generated and applied. This helps you avoid duplicates and follow your financial workflows.

In this article, you'll learn how to configure invoice numbering and templates in Flex, when to let your accounting system generate numbers, and how to allow admins to edit invoices as needed.

This checkbox is available only if you integrate with accounting software (Xero or QuickBooks). Don't select this option if you want your accounting software to generate invoice numbers automatically.

In that case, go to Settings > Billing > Invoicing and clear the Generate invoice numbers in OfficeRnD checkbox. You must also turn off Custom transaction numbers in QuickBooks.

If you let OfficeRnD generate the invoice numbers, enable Custom transaction numbers in QuickBooks. To find that setting:

If you select the Allow admins to edit invoice numbering checkbox, administrators will be able to edit invoice numbers during or after invoice creation.

This checkbox is available only if you have an integration with accounting software (Xero or QuickBooks). If you want your accounting software to create invoice PDF documents, this checkbox should not be selected.

When generating billing documents, the system can automatically assign numbers based on a template in a sequential order. Users can also opt out of the system's automatic number assignment, which allows an accounting integration to create and sync the numbers.

The final billing settings section is to customize the invoice template. You can add the listed custom properties. For more information or support in setting up, please contact our support team or your onboarding representative.

Properties must be inserted in double curly brackets: {{ locationCode }}.

If you want to have different invoice numbers for each location in your organization, you must select the locationCode checkbox. This way, you will have separate numbering sequences for each location.

For example, the template {{locationCode}}-{{year}}-{{number}} will create:

However, please note that you must enter a location code for each location. If a location doesn't have a unique code, invoices for that location will replace{{locationCode}} with an empty space. The template {{locationCode}}-{{year}}-{{number}} will create the following invoice numbers:

To enter the unique code for a location, go to Space > Locations and open a location. Enter the code in the Unique code field: