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  1. Log into the LogiSense Billing application

  2. Click on the Setup menu, Users & Accounts and then Owners

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  3. On the owner screen that loads click on the Automatic Naming tab on the left

  4. Check off the Invoice Numbering and Credit Note Numbering options to enable custom numbering schemes. An example configuration in the image below shows that invoices will be prefixed with ‘INV-’ and start at 7854 with a six character numerical length (the length will add leading zeros to the invoice number). This configuration will result in the first invoice generated on an account being prefixed and numbered as ‘INV-007854’

  5. Click Save to commit your numbering scheme changes

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