Why change Invoice Numbers?

Xero enforces a strict rule: Every Invoice Number must be unique.

📍 Where to find this setting?

Go to Settings → Integrations. On the Xero card, click Manage to open Xero Settings. Scroll down to the Field Format Settings section.

Go to Field Format Settings

To customize these fields, click inside the box and type the @ symbol. This will open a dropdown menu where you can select the available Tags.

  • Sales Order Invoice Number:

    • Configuration: Type @ and select Order Full Number, type a hyphen -, then type @ and select Order Date (YYMMDD).

    • Result: Creates a unique ID like "POS-1001-251128". This includes the sales channel code, order number, and date to prevent duplicates.

  • Sales Order Reference:

    • Configuration: Type @ and select the Order Number tag.

    • Result: This puts the simple order number (e.g., "1001") in the "Reference" column, making it easy to search for in Xero.