Change invoice number

Who Can Use It?	Where Is It?
Director System Administrator	Projects > Invoices tab

1. Double click an invoice number (not a draft). 
2. Select Action.
3. Select Change invoice number.
4. Provide a 3 digit prefix.
5. Provide a new up to 5 digit counter.
6. Save.

The prefix must only be 3 characters and can consist of alpha or numeric characters. Refer the example below. 

Can be up to 5 characters and must be numeric only.

Example

The first invoice created in Synergy will be 00000001. However your next invoice to be issued is INV05409. We now want to change invoice 00000001 to INV05409.  

1. For invoice 00000001, in the prefix type INV.
2. In the New number type 5409.
3. Save.

Invoice 00006108 has been cancelled. Though you'd like to differentiate the cancelled invoice from the original invoice. A suggestion of putting a CR in the prefix will help do this - so the invoice that appear in Synergy and the accounting system is CR006108. 

Where: Project > Invoices tab

1. Select the screen filter Active Invoices and select All Invoices from the list.
2. Double click the invoice number that has been cancelled.
3. Select Action.
4. Select Change invoice number.
5. Provide a 3 digit prefix.
6. Provide a new up to 5 digit counter.
7. Save.

00001106 is changed to SYD01106. If a MS Word® document has already been created, when you view the MS Word® document for SYD01106, it will be linked to the original MS Word® document 00001106. 

1. Print a copy of the current MS Word® invoice, as you may need to update the new MS Word® invoice.
2. Browse to the Invoices directory found in the Synergy directory. Click here if you're not sure where that is. 
3. Delete the MS Word® document from the invoices directory for the old invoice number (e.g. 00001106).
4. Select the Invoice from the Invoices tab in the Project.
5. Select Create Word Invoice.

If you don't carry out the above, you may just change the MS Word® invoice text to reflect the new invoice number, in this case, Synergy will continue to look at the old MS Word® document, even though the Synergy invoice number is different.