Manual Numbering for invoice

  • 8 March 2023
  • 6 replies

Userlevel 2

Is it possible to keep the manual numbering for invoice and still be able to prepare the invoice from shipment screen?

One of our client has this requirement and need manual numbering for the invoice.


Would really appreciate your help on this.


Best answer by Naveen Boga 11 March 2023, 17:52

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6 replies

Userlevel 7
Badge +17

Hi @rohansa15  Hope you already configured the Manual Numbering for the Invoices, hence you are seeing that error while preparing the invoice from the Sales Order.

  • Since you are going with the Manual Numbering for the Invoice Nbr, yu can use the Invoice Nbr field from Sales Order screen.
  • But, the Sales Orders → Financial Settings →  Invoice Nbr  field will be enabled only for the CM and IN type orders.
  • You can have small customization in place to enable the “Invoice Nbr” field for the other order types, and then when you click on the Prepare Invoice action, Invoice document will be created with the provided Invoice Nbr field in the Sales Order screen.
  • You can take the above code just for your reference.


public abstract class isUserInvoiceNumbering : Data.BQL.BqlBool.Field<isUserInvoiceNumbering> { }
[PXFormula(typeof(Where<Selector<orderType, SOOrderType.userInvoiceNumbering>, Equal<True>>))]
public virtual bool? IsUserInvoiceNumbering


Userlevel 7
Badge +16

@kandybeatty49 Thank you for your prompt response.


Yes, It’s set up exactly the same as you’ve shown in the screenshots.

You would need to check the Manual Numbering to force that on the Invoice creation. 

Userlevel 2

@kandybeatty49 Thank you for your prompt response.


Yes, It’s set up exactly the same as you’ve shown in the screenshots.

Userlevel 6
Badge +3

Hi @rohansa15 this is not possible because creating the invoice from the shipments screen is an automated process so the system needs an auto numbered sequence to save the invoice.

Userlevel 7
Badge +16

Hi @rohansa15 

What is your numbering sequence set up for Invoices? Is the Manual Numbering checked?



Here is also the help documentation on Numbering Sequences:

Userlevel 7
Badge +12

Hi @rohansa15 

f we enable Manual Numbering we need to go to Invoice Screen and create an invoice directly. We have option to Add Orders.

It will not allow creating from the Sales order screen/Shipment if using Manual Numbering. 

See more info about customization



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