Managing Invoice Number Generation

Overview To maintain a "Single Source of Truth," you must decide which system owns the Invoice Number Sequence.

The Two Strategies

1. QuickBooks Dominant (Recommended): Salesforce sends the data; QuickBooks assigns the next available number (e.g., 1001, 1002). This prevents gaps in your accounting ledger.
2. Salesforce Dominant: Useful if your sales team gives customers an Invoice Number at the point of sale. InterWeave "forces" this number into QuickBooks.

Warning: If both systems try to generate numbers independently, you will eventually encounter a "Duplicate Document Number" error, stopping the integration.