RESET INVOICE AND RECEIPT NUMBERING

stealex

Can I change the company name and start a new numbering sequence(receipts and invoices)

from the beginning, while keeping the old invoices and receipts intact?

borate

AI, which isn't guaranteed 100% accurate, offers this...

"In NCH Express Invoice, you can change the company name and begin a new numbering sequence for invoices and receipts, while keeping old invoices and receipts intact. To change the company name, go to the “Business” section in Options, where you can update the official name of your business and other details that appear on invoices and other documents.

For starting a new invoice or receipt numbering sequence, you can usually modify the numbering options for future documents in the settings. This allows you to reset the starting number for invoices or receipts while leaving previously issued documents unchanged; thus, your historical records remain intact and accessible.

Express Invoice also supports managing multiple businesses in one installation, so you could use this feature if you want complete separation between the records of each business identity. You won’t lose old invoices and receipts after updating the business name or resetting numbering, as the system retains document history for previous transactions.

stealex

Thank you for your prompt reply. I find this feature very interesting. Could you please tell me how I can use the multiple businesses option?

Thanks

borate

How to Set Up Multiple Businesses

Go to the Options or Preferences menu in Express Invoice.
Look for the section called "Business" or "Multiple Businesses". There should be a button or option to "Configure Multiple Businesses" or "Add" a business.
When you add a new business, a setup wizard will guide you to enter the business’s details, such as name, address, contact info, and tax information. For currency-specific businesses, name them accordingly (e.g., “YourCompany – USD”).
After setup, you can switch between businesses using this menu. Each business has its own customer lists, invoice templates, and settings—ensuring your records stay organized and separate.

Things to Know

Each business profile is treated as a separate entity; invoices, reports, and customer lists do not overlap.
You can customize each business’s logo, tax rates, and other options individually.
This option is available for both Mac and Windows versions and supports multiple users.

By setting up each business profile, Express Invoice lets you handle invoices, reports, and customer management for multiple companies or subsidiaries efficiently—all within a single installation

stealex

Does anyone know if it’s possible to use the same customers and items, or copy them from the other business in Express Invoice?"

thanks

borate

AI chimes in again with this info...

"Yes, NCH Express Invoice (and the related Express Accounts software) does allow you to copy or import customers and items from another business account within the software. This can save significant time when setting up a new business or transferring records.

Importing Customers

You can import customers from another business you have set up in Express Accounts. In the Customer menu, there is an option called “Import Customers from Other Business.” This allows you to select the source business and then choose which customer records to import into your current business profile. You just need to check the boxes next to customers you want to copy, and then confirm the import.

Importing Items

A similar feature exists for items and services. You can import items either from a CSV file or directly from another business within your Express Accounts setup. To do this, open the Items list, select “Import Items from other Business” from the Item menu, and pick the business account you'd like to copy items from. You can select or deselect specific items before completing the import.

These features streamline the process of managing multiple businesses or entities without having to re-enter all of your customer and item data every time. This is especially useful for users who operate under different business names but have overlapping customers and products/services.

If you need step-by-step guidance, the official NCH help site provides tutorials and details for these import processes."