How do I use the next number from Xero?

Introduction

You can use the next available number in Xero or the order number, from your order management solution, as the Xero order number. Our software will automatically add your store order number to the Xero reference number field.  The Xero number is ideal if you manually enter order into Xero.

How do I set the next number in Xero?

Login to Xero. In the Settings menu, select General Settings. Under Features, select Invoice Settings.
Click Default Settings and adjust the auto numbering. For more info, read this guide.

How does Connex find duplicates?

Connex inserts the order number into the Xero reference number field. Our tool will sort new orders by their creation date ascending. If the first order was April 10th and the last order was April 14th, Connex would make this query:

Select all Xero orders where the order date is between April 9th and April 15th.

Here is the Xero reference number:

Here is an order from an online store:

 

Next Available Number

The next number changes depending on the number of the last order. Here is an example:

  • Invoice 15330 under Wendy Lopez has successfully synced with Xero. 4/5/2015 4:28:17 PM.
  • Someone enters 100005059 into Xero. The next available number is now 100005060.
  • Invoice 100005060 under Jan Murphy has successfully synced with Xero. 4/6/2015 1:48:00 PM.

If you add an order and the number is 15330, then the next number will be 15331.

How do I enable Xero numbering?

At the Connex configure page, check the use Xero numbering under the transaction tab.

How do I control where Xero starts its numbering?

In Xero, create an invoice. Give it a number of INV-1001. The next number Connex will add is INV-1002.

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