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- Managing Leads & Inquiries
- Adding Customer Inquiries
- Lead Capture Form
- View Inquiry Details
- Edit Inquiry Details
- Deleting Inquiries
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- Booking Management
- Create a New Booking
- Managing Existing Bookings
- Edit Booking Details
- Repeat / Recurring Bookings
- Delete Bookings
- Export Booking as PDF
- Booking Timeline
- Booking History Log
- Fieldworker Availability Finder
- Nearby Bookings Locator for Proximity Scheduling
- Allocate Multiple Fieldworkers to Booking
- Manage Fieldworker Payment for Bookings
- Setting Fieldworker Payment Per Service
- Accept Booking Request On Behalf of Fieldworker
- Admin Approval for Fieldworker Changes
- Manual Push to Google Calendar
- Claim Booking Ownership
- Contact Fieldworker Regarding Booking
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- Creating New Quotes
- Edit Quote Details
- Edit Quote Number
- Claiming Quote Ownership
- Export Quote PDF
- Deleting Quotes
- Manage Quote Follow Up Date
- Adding Issues / Complaints to a Quote
- Adding Labels to Quotes
- Adding Attachments to a Quote
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- Invoice & Billing Management
- View Invoice Details
- Export Invoice as PDF
- Edit Invoice Breakdown
- Change Invoice Number
- Add a condition report to an invoice
- Contact Customer
- Contact Fieldworker
- Pause/Resume emails
- Pause/Resume SMS messages
- Send an invoice to a customer
- Preview an invoice statement
- Send a pay statement to a customer
- View Invoice Payments
- Add Payment to Invoice
- View Invoice Refunds
- Add Refund to Invoice
- Managing Invoice Due Dates
- Convert Invoice to Draft
- Convert an Invoice to Void
- Add Complaint to an Invoice
- Add a condition report to an invoice
- View an invoice discussion
- Add a comment to an invoice discussion
- Add a label to an invoice
- Attach a file to an invoice
- Claim ownership of an invoice
- Import new payments
- Assigning Unknown Payments to Invoices
- Removing Incorrectly Matched Payments
- Edit assigned invoice for a payment
- Merge and combine invoices
- Locking / Unlocking Merged Invoices
- Deleting invoices
- Managing Fieldworkers
- Fieldworkers & Subworkers
- Managing Fieldworkers Lists
- Fieldworker Booking Summary
- Fieldworker Activity Log
- Adding Fieldworkers
- Edit Fieldworker Details
- Update Fieldworker Profile
- Manage Fieldworker Profile
- Fieldworker Email Verification
- Update Fieldworker Bank Details
- Add/Remove Services to Fieldworker Profile
- Set Fieldworker Travel Radius
- Fieldworker Working Hours
- Manage Fieldworker Calendar
- Activate/Deactivate Fieldworkers
- Blocking / Unblocking Fieldworkers
- Contacting Fieldworkers
- Sending Emails to Fieldworkers
- Sending SMS to Fieldworkers
- Fieldworker received SMS messages
- Sending Messages to Fieldworkers via App
- Sending Messages to Fieldworkers Regarding Booking
- Fieldworker SMS Log
- Fieldworker Email Log
- Business Email Authentication
- Viewing company information
- Upload company logos
- Adding multiple trading names
- Adding custom location
- Add an invoice logo
- Industry label
- Add a new API
- Google Calendar Integration
- Google Maps API integration
- Display Google Reviews
- Terms and Conditions
- Booking Location Types
- Managing Services Offering
- Creating a New Service
- Managing Service Categories
- Implement Bulk Discounts / Volume Pricing
- Location-Based Price Zones
- Creating a Service Package
- Managing Products List
- Creating Custom Fields
- Grouping Custom Fields
- Custom Field Types
- Introduction to Custom Fields
- Short Text Input (Text Field)
- Long Text Input (Text Box)
- Date Selection Input
- Time Selection Input
- Increment/Decrement Button (+/-)
- On/Off Selector (Toggle)
- Single Choice Button Display (Button Group)
- Single Choice Selector (Radio button)
- Single Choice Selector (Dropdown)
- Single Selection List Option Field
- Multi-Option Selector (Checkbox)
- Multi-Option Checkbox Button (Checkbox)
- Signature Custom Field
- Custom Field Value Addition
- Adding a New Booking Status
- Creating Forms & Checklists
- Adding a New Complaint / Issue Status
- Creating a New Image Type
- Adding Images to Bookings
- Adding a new lead source
- Adding a new complaint type
- Property Type List
- Creating a new label
- Adding period required field to your inquiry form
- Adding a new reject booking question
- Fieldworker permissions
- Add a Starting Number to Bookings, Quotes, Invoices, and Inquiries
- Job Fieldworker Assignment Methods
- Customer Dependents / Customer Properties<
- Importing Customer Dependents
- Forms & Checklist Introduction
- Setting Up Forms & Checklists
- Forms & Checklists Usage
- Forms & Checklists Fields Types/Elements
- Forms & Checklists: Use Cases
- Fieldworker Profile: Fieldworkers Custom Fields
- Customer Profile: Custom Fields
- Booking Settings Configuration
- Date and Time Preferences
Edit an invoice number
Users can edit an invoice number if necessary, for example, if an invoice number has been duplicated. To do this:
- Go to the invoice
- Click Invoice at the top right of the page
- Select Edit Invoice Number
- Enter a new invoice number
- Press Save