In order to generate invoices in Street, there are a few invoice related settings that you need to setup first. An invoice requires invoice settings, that contain payment details, and invoice settings require an invoice sequence, the invoice prefix and starting number.

Given this, the first step is to setup your invoice sequences.

This is where you will setup the sequence details for your invoices.
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You can have multiple sequences set up so that different types of invoices can be generated to be part of a different sequence. For example, you might have a different invoice sequence for set-up fees, compared to the sequence you use for completion invoices.

Head to Settings (left side panel at the bottom) > Company Settings > Invoice Sequencing. Here you can create a new sequence and view/edit your list of existing sequences:

When you first join Street you will see a sequence already created called 'Default'. You can either edit this and use this as your main sequence (see here for editing a sequence) or you can create a brand new one to use (see below).

Click the 'Create' button to create a new sequence to enter the relevant details.

There is no 'one correct way' of adding your invoice sequence details as it depends on how your business operates. However there are are some guidelines / suggestions.

The invoice title is what will appear when selecting which sequence to use when creating your individual branch invoice settings so this should be clear, ie Sales Invoices. If you are a multi branch network, you could use Branch A Sales Invoices for example.

The prefix is what will appear before the number on your invoices. For example, if you are a multi branch network, you could use the first few letters of your branch, ie SAL for the Salford sequence and ALT for the Altrincham branch.

The starting number will be the number that Street will use for the first invoice generated in Street. When first setting up your account with Street, you should set this up to follow on from your previous CRM's invoice sequence, ie the last invoice in your old CRM was SAL10, here in Street you would add a starting number of 11.

To edit an invoice sequence, click the pencil icon to open the details page and make the changes.

To delete an invoice sequence, click the bin icon. This will not delete any existing invoices and will simply delete the sequence from the system.

Once you have setup your invoice sequencing, you can then setup your branch invoice settings. Please see this help article for steps on how to do this.