INTENDED SEARCHES: sequence, numbering, estimate number, invoice number, job number
Sequence numbers control numbering for records such as estimates, invoices, jobs, orders, or other system records depending on setup.
Use sequence settings carefully because record numbers are used for tracking, customer communication, accounting, and support.
Information you may see:
- Record type.
- Prefix.
- Next number.
- Number format.
- Status.
Do not change sequence numbers casually. If numbers are changed incorrectly, duplicates or confusing numbering may occur.
Before saving or relying on this record, check:
- Correct record type.
- Prefix.
- Next number.
- Duplicate risk.
- Accounting impact.
Why this matters:
Clean numbering helps customers, office staff, and accounting identify records quickly.
Support note:
If the customer cannot find the option, cannot save the record, sees different fields, or receives an error, they should contact support with the record name, page they were on, what they clicked, and a screenshot if possible.
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