If you wish to set a specific invoice starting number or if you deleted an invoice and want to use that same number again, you can do so within CARET Legal.
To set a Starting Invoice Number:
- Click the down arrow in the top menu bar and select Firm Settings from the drop-down list.
- Click on Billing & Accounting in the navigation bar, then select Billing Options from the expanded menu.
- Set your STARTING INVOICE NUMBER at the top of the screen. This number will be the Invoice No of the next invoice you create in CARET Legal.
When setting a Starting Number, ensure that it does not conflict with existing invoices. The automatic invoice numbering in CARET Legal does not prevent invoices from having the same number. |
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