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Can I change the quote numbers?

Yes, you can personalise your quote numbers.

Caroline Bries avatar
Written by Caroline Bries
Updated over a week ago

When you create a quote, the system will give it the number 001 by default and increment this number for your next quotes.

But you can change it manually:

  • if you want the numbers to begin at a certain point (e.g. you already created 20 quotes with another tool before using LSP.expert, so you want the first LSP.expert quote to be No. 21)

  • if you want to add the year (e.g. 2023-035)

  • if you want to add your name or something else in the quote number

  • etc.

To manually change the number of a quote, click on Edit in the Overview panel of the quote.
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This will open a popup where you will be able to change the quote number.

Please note that the system increments the last part of the number. If you define 2023-035, it will name the next quote 2023-036. But if you define 035-2023, it will increment it to 035-2024, so make sure the number to be incremented it at the end.

Also, if you change a quote number to add the name of the client in it (e.g. Microsoft - 2023-035), please note that the system will keep the name of this client in the next quotes you create, even if they concern other clients (because it only increments the number).

If the system keeps generating quotes with the same number, see this article: https://help.lsp.expert/en/articles/3857836-the-system-doesn-t-increment-my-invoice-numbers-correctly-why-is-that. (This article is about invoices, but the same goes for quotes.)

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