How can we add our own invoice number in the Invoices?

            You can add your own invoice number by creating your own auto number field and hiding the existing Invoice Number field. You can use the custom field that you create in the invoice email template. See Also Inventory Templates.


            To create auto number field
            1. Log in to Zoho CRM with Administrator privileges.
            2. Click Setup > Customization > Modules and Fields.
            3. Select the desired module from the drop-down list.
            4. In the List of Fields page, click +Create and Edit Fields.
            5. In the New Custom Field page, do the following:
              • In the Select Field Type section, select the Auto Number.
              • In Provide Field Details section, enter the field related details.
                You can create the fields for the existing records also.
            6. Click Save.
            Note: You need to create a field with a unique name.

            To hide fields
            1. Log in to Zoho CRM with Administrator privileges.
            2. Click Setup > Customization > Modules and Fields.
            3. Select the Module from the drop-down list.
            4. In the Page Layout page, drag and drop the fields to the List of Removed Fields section.
            5. Click Save.

            Updated: 12 Sep 2017 04:56 AM
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