KCS - 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 Web App

Additional Information:

  • Non-numeric characters can be included manually in the Invoice ID field by editing Bills
  • Automatically assigned Invoice Numbers will only include numeric characters (there are no further customization options available at the moment)
  • You can change the bill number to be lower than your current invoices' highest number, however the following invoice generated will continue increasing in number from the highest invoice

Answer:

Invoices in Clio are numbered sequentially. When you create a new Bill, it will be assigned the next number based on the highest number of an existing Invoice in the system, including Voided Bills. 

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