How to assign invoice numbers (web app)

Click USERS on the left navigation bar, followed by FIELD REP. Select the FIELD REP you would like to add a prefix by clicking on the name. That will lead you to the screen shown below. Click on "ASSIGN INVOICE NUMBERS". Don't forget to save your changes!

Enter the prefix, initial and last number.

The prefix is an alphanumeric phrase that starts all invoice names for a given field rep. For example, the user s1@insitumobile can opt to have his invoices set to prefix JD

The initial number is the value to start invoices. For example, you could set it to 10000 if you wanted the first invoices for s1 to be JD10000.

Enter the last number (last number to be assigned). Most of the time, web users don't have a limit in mind, so you can use a large number like 9999999.

Press Save.

Go to Integration: Quickbooks on the left navigation menu and find the option Invoice Number.

Change it to Use inSitu Sales invoice Number and hit Save Settings.

MAKE SURE THE MOBILE USER SYNCS THE APP.