How Does Invoice Numbering Work?

Objective:

  • Understand how Invoice Numbers are applied in Clio
  • How is a new invoice number generated for a bill?

Environment:

  • Clio Manage

Additional Information:

When editing a Bill, you can change the invoice number to:

  • Be lower or higher than the current number
  • Be completely blank
  • Use non-numeric characters (e.g. "1998-B")

Note: If a Bill number is changed to be lower, the next generated Bill's number will always be one number higher than the largest Bill number in Clio, including Voided Bills. 

At this time, there are no further options available to customize an Invoice numbering scheme. 

Answer:

Invoices in Clio are numbered sequentially.

E.g. If your largest Bill is 1998, the next Bill number will be 1999. 

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