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Creating Estimates and Invoices
How do I change the estimate or invoice number?
How do I change the estimate or invoice number?
Updated over a week ago

Every time you create an estimate or invoice in Joist, a number specific to that document is automatically added and displayed in the document header.

Estimates and invoices follow their own unique sequence, where a new estimate's number will count up from the previous estimate, and a new invoice's number will count up from the previous invoice.

But you can set the number of any estimate or invoice to be whatever you want, as long as it was not previously used in your Joist account.

Here's how:

iOS and Android

First create a new estimate or invoice, or edit an existing one.

Scroll to the very bottom of the screen and tap on Estimate or Invoice #.

Enter the number you want then tap Done (iOS) or the Triangle back button (Android) to close the keyboard and continue working on your document.

The new number will appear in the header of your saved document.

Web

First create a new estimate or invoice, or edit an existing one.

Click inside the Estimate or Invoice # field and enter the number you want.

The new number will appear in the header of your saved document.

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