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Knowledge Base Money Step 24 of 28

Invoice and job numbering

Configure invoice numbers and job references so they match how your business already refers to work.

1 min read For company admin, finance

Both invoices and jobs can carry references in a format you choose. Set this up before you send anything — changing a sequence mid-year is confusing for everyone.

Invoice numbering

  1. Go to Settings → Invoice numbering.
  2. Set your prefix and starting number so they continue from whatever you were using before WorkLane.

Job references

  1. Go to Settings → Job reference numbers.
  2. Turn on Auto-generate job references.
  3. Pick a Reference format:
    • System prefix — e.g. JOB-0001.
    • Client reference — e.g. CLI1-0001, so the number tells you whose job it is.
    • Both — e.g. JOB-CLI1-0001.
  4. Choose the separator — for example a dash gives WO-0001. Letters and numbers only in the prefix.

Match the format your clients already quote back at you on the phone. If they say "job WO-1234", make WorkLane produce WO-1234.

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