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 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.
Here is a recommended setup to ensure unique invoice numbers:
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.