Assign the Next Invoice Number

In Interactive Billing, you may be allowed to change the next available number that will be automatically assigned for an invoice in Interactive Billing.

Prerequisites

Invoice numbers are automatically assigned to invoices in Interactive Billing when you final accept an invoice. You can change the next available number that will be automatically assigned if Vantagepoint has been set up to allow users to change the next available invoice number and your security role allows final processing of invoices in Interactive Billing. For more information see Invoice Numbers for Billing Invoices.

To change the next number that will be assigned automatically to the next invoice that is final accepted in Interactive Billing:

1. In the Navigation pane, select Billing > Interactive Billing.
2. Complete the information on the Billing Session Options dialog box.
3. On the Interactive Billing form, complete one of the following:
   • if you use a separate numbering system for each project, open the project for which you want to assign the next invoice number.
   • If you use a company-wide invoice numbering system, select any project. It does not necessarily be the project that you plan to invoice next.
4. On the Actions bar, click Other Actions > Assign Invoice Number.
5. On the Assign Invoice Number dialog box, select one of the following options:

   Option	Description
   Next Available	Vantagepoint automatically assigns the next available invoice number as follows: If you use a separate numbering system for each project: The number in the Next Invoice Number field in the Summary pane in Billing Terms for the project that you currently have open on the Interactive Billing form is used for the next invoice that you final accept for the project. If you use a company-wide invoice numbering system: The number in the Next Company Invoice Number field on the Billing Session Options dialog box in Interactive Billing is assigned to the next invoice that is final approved in Interactive Billing, regardless of which project the invoice is for. The is the same number that also displays in the Next Invoice Number field in Settings > Billing > Options.
   Specific Number	Select this option and then enter the number that you want Vantagepoint to use for the next invoice instead of using the next available number entered in the following locations: If you use a separate numbering system for each project: The number in the Next Invoice Number field in the Summary pane in Billing Terms for a project is overridden. The specific number will be applied for the next final accepted invoice for the project that you currently have open on the Interactive Billing form. If you use a company-wide invoice numbering system: The number in the Next Company Invoice Number field on the Billing Session Options dialog box in Interactive Billing is overridden. The is the same number that also displays in the Next Invoice Number field in Settings > Billing > Options. The specific number will be applied for the next final accepted invoice, regardless of which project the invoice is form If you enter an invoice number that has already been used for a project, Vantagepoint displays a prompt to tell you that the number is already in use. You can use the existing number but if you do so, the prior invoice that has that number will no longer be available for reprinting.

6. Click Assign.
   You can change the invoice number on the Assign Invoice Number dialog box at any time. When the next invoice is accepted, Vantagepoint assigns the invoice number based on the most recent selection made.