In Catermonkey, you can set the invoice number once so that the numbering matches your existing accounting system.
Step 1: Adjust settings
Click on the cogwheel (Settings) in the menu on the left
Under General settings, you will find the option 'Invoice number & date customisable?
Turn on the slider and click on Save changes
Step 2: Set invoice prefix (Important step!)
Click on the cogwheel (Settings) in the menu on the left
Then click on'Quotation, email and brands' on the left
Scroll down to'Customise invoice layout'.
Under "Intro and footer, payment terms and invoice numbering", add an invoice prefix. (If you want to start with 26, or 20260, enter that).
Click on 'Save changes' at the bottom.
Step 3: Create a test invoice
Go to the Calendar and click on "+ New Item".
Select "Invoice"
Add a test customer (e.g. your own name + 'test') and enter an email address
Under Products, select an existing item from the range and set the price to £0.
Click on the invoice preview at the bottom
Send the invoice – this will give it an invoice number
Step 3: Change the invoice number
Click on the pencil icon next to the invoice number to edit it
Enter the last invoice number used in your accounting system
For example: if you want Catermonkey to start at 2026-0008, give this test invoice the number 2026-0007
Click on Save
From now on, the invoice numbering will automatically continue from the set number.
Please note: Only delete the test invoice after you have sent your first real invoice. If you do so earlier, the system will not remember the last invoice number.
Good to know... Invoices are only numbered when you send them to your customer by email.
Do you have any questions about this? Feel free to contact us!
Kind regards,
The Catermonkey Team 🍌