Getting Started with Numbering Setup
This guide walks you through setting your next job number and next invoice number in the Lever360 iRestore system. It’s an essential step to ensure all your jobs and invoices are uniquely and accurately tracked — especially when transitioning from another system.
🎥 Video Walkthrough:
👇 Watch this video to learn how to set job and invoice numbers in your company settings:
What You’ll See in This Video
✅ Accessing Job Information Settings
From the Main Menu, scroll to the Settings Sprocket
Select Company Settings
Click on Job Information
✅ Setting Your Job & Invoice Numbers
Use the Next Job Number and Next Invoice Number fields
Tap the three dots (elliptical) next to each field to edit
Input your starting numbers — for example, set your invoice number to “160”
Click Save Changes
✅ Logging Shop Time
In the same section, you can also set the default account for logging shop time
💡 Quick Tips
🔢 Avoid duplicates:
Start with the next available job or invoice number in sequence — especially if you're migrating from a previous system.
✅ Use logical numbering:
Set your first job/invoice numbers thoughtfully — this is the foundation of your company’s internal record-keeping.
💾 Don't forget to save:
After making any updates, always hit Save Changes to apply them across the system.
📋 Frequently Asked Questions (FAQ)
Q: Can I reset job or invoice numbers after creating records?
A: It’s not recommended. Once a number is used, changing it can lead to duplicate or missing records. Always start your sequence ahead of your last used number.
Q: What if I already had jobs and invoices in another system?
A: Simply pick up where you left off. For example, if your last job was #1042, set your next job number to #1043.
Q: What’s the purpose of the shop time account?
A: This is the default account that all general (non-job-specific) time logs — like shop maintenance — will be assigned to.
🆘 Support
Need help or have a question?
📧 Support Email: [email protected]
📞 Help Desk: 561.337.2900
📚 More Guides: https://docs.lever360.com/en/
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