Gorelo invoice customization
Is there a way to update the starting invoice in Gorelo to match where Xero is essentially leaving off? Example: Invoice numbers in Xero are currently ending in INV-0060, but Gorelo invoice number is starting at like '5'
Solution:Jump to solution
Yep -- https://app.gorelo.io/admin/admin-settings#billing#invoicesettings
Then edit the Starting Number. We skip ahead ~10 to avoid any conflicts so it won't be exact....
6 Replies
Solution
Yep -- https://app.gorelo.io/admin/admin-settings#billing#invoicesettings
Then edit the Starting Number. We skip ahead ~10 to avoid any conflicts so it won't be exact.
Thanks. If I need to put a dash in, does it go in the prefix box, the starting number box, or none needed at all?
None at all... we'll add it. I'll get a tooltip for that or maybe a preview
Awesome, that resolves my issue!
Actually, thats interesting .... So, I updated the settings, and re-ran a few invoices in Xero, and I guess the leading zeroes get dropped off e.g. INV-0061 = INV-61. Any way to fix that, or should I adjust my settings in Xero to match the new number schema?
You could start at INV-1000 and go from there.
I personally like to use a different prefix for my Gorelo invoices so I know they came from Gorelo E.g IG-1000
Oh, yeah, that makes sense, makes it run appropriately and still separates where it comes from. I can do the same in Hubspot for lead generation too, so I know where everything is coming from