Manual invoices and your own invoice numbers

Two things made switching to SB harder than it should be: every invoice had to start from logged time, and invoice numbers couldn't continue the sequence you already use.

Invoices without time

In the invoice wizard, Skip — create a manual invoice takes you straight to the lines, so you can bill a fixed fee, a deposit or a one-off charge with nothing selected. When a company has nothing approved to bill, the empty state offers the same thing. Manual lines use Qty and Unit price, and a manual invoice finalises, downloads as a PDF and gets a pay link like any other.

Numbering you control

Settings → Invoice Defaults has a new Invoice numbering card:

• A prefix of up to 8 letters, numbers, -, / or _, starting and ending with a letter or number.
• Include the year, on or off: INV-2026-0042 or INV-0042.
• Next invoice number, so you can carry on from your old system. Numbers only go up, and you see a preview before you confirm.

Estimates get the same controls. Existing invoices and estimates keep their numbers, every change to these settings is recorded in the Audit Log, and saving them can no longer hand out a number that's already been used.