---
title: How to Use the Auto-Generated Account Number Feature in ServiceBox
description: How to Use the Auto-Generated Account Number Feature in ServiceBox
---

[Skip to content](https://learn.getservicebox.com/how-to-use-the-auto-generated-account-number-feature-in-servicebox#main-content)

English

Show submenu for translations

[![ServiceBox Workmark OrangeGradient](https://learn.getservicebox.com/hs-fs/hubfs/ServiceBox%20Workmark%20OrangeGradient.png?width=225&height=57&name=ServiceBox%20Workmark%20OrangeGradient.png)](https://learn.getservicebox.com/knowledge-base?hsLang=en)

Open main navigation

Close main navigation

- English
  
  Show submenu for translations

 How can we help you?

- There are no suggestions because the search field is empty.

1. [ServiceBox Support Knowledge Base](https://learn.getservicebox.com/?hsLang=en)
2. [Customer](https://learn.getservicebox.com/customer?hsLang=en)
3. [Advanced Functionality](https://learn.getservicebox.com/customer?hsLang=en#advanced-functionality)

# How to Use the Auto-Generated Account Number Feature in ServiceBox

## ServiceBox has released a feature that automatically generates account numbers for new customers, improving organization and consistency. This guide explains how to activate and configure this feature.

### Introduction

ServiceBox now allows users to automatically generate customer account numbers starting from a preset number. This feature also provides options to display the account number on Quotes, Work Orders, and Invoices for easier tracking.

#### **1. Feature Overview**

**Auto-Generation of Account Numbers**  
When enabled, ServiceBox will assign a unique account number to each new customer based on your defined starting number. This value is auto-incremented and saved in the **Account Number** field in the customer form.

**Display Options for Account Numbers**  
You can choose to display the customer’s account number on the following documents:

- Quotes
- Work Orders
- Invoices

This makes it easy to reference and track account numbers across your documents.

#### **2. Configuring Account Number Settings**

Once the feature is active:

- Go to **Settings**
- Under **Customer**, click **Settings**
- Check the box labeled **Automatically Set Customer Account Number**
- Enter the number you want the system to begin counting from (e.g., 1000)

[![](https://learn.getservicebox.com/hs-fs/hubfs/image-png-Jul-16-2026-06-52-33-3345-PM.png?width=670&height=195&name=image-png-Jul-16-2026-06-52-33-3345-PM.png)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/19135552703/original/NwglQ47XgsCYtYLG_MhhI3aDeqHhGmATlg.png?1730150569)

![](https://learn.getservicebox.com/hs-fs/hubfs/image-png-Jul-16-2026-06-52-54-1194-PM.png?width=670&height=235&name=image-png-Jul-16-2026-06-52-54-1194-PM.png)

#### **3. Displaying Account Numbers on Documents**

To show the account number on Quotes, Work Orders, or Invoices:

- In the same **Customer Settings** area, check the appropriate display boxes
- If these display options are not visible, contact support to enable them

[![](https://learn.getservicebox.com/hs-fs/hubfs/image-png-Jul-16-2026-06-53-48-0590-PM.png?width=1360&height=477&name=image-png-Jul-16-2026-06-53-48-0590-PM.png)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/19133669316/original/yQSsXOX4x5kUYzjDHEmGR8EI-4qM4Ghgeg.png?1726776513)

 

### **Need Help?**

If you have any questions or need support, please click the Help button in your ServiceBox account or email us at **support@getservicebox.com**.

 

- [Video Learning](https://learn.getservicebox.com/video-learning?hsLang=en#main-content)

    - [Accounting Integrations](https://learn.getservicebox.com/video-learning?hsLang=en#accounting-integrations)
- [FAQs](https://learn.getservicebox.com/faqs?hsLang=en)
- [Getting started](https://learn.getservicebox.com/getting-started?hsLang=en#main-content)

    - [User Guides](https://learn.getservicebox.com/getting-started?hsLang=en#user-guides)
- [ServiceBox Mobile](https://learn.getservicebox.com/servicebox-mobile?hsLang=en#main-content)

    - [Getting Started](https://learn.getservicebox.com/servicebox-mobile?hsLang=en#getting-started)
    - [User Guide Technician](https://learn.getservicebox.com/servicebox-mobile?hsLang=en#user-guide-technician)
    - [User Guide Admin](https://learn.getservicebox.com/servicebox-mobile?hsLang=en#user-guide-admin)
    - [FAQ](https://learn.getservicebox.com/servicebox-mobile?hsLang=en#faq)
    - [New Release](https://learn.getservicebox.com/servicebox-mobile?hsLang=en#new-release)
- [Invoices](https://learn.getservicebox.com/invoices?hsLang=en#main-content)

    - [Getting Started](https://learn.getservicebox.com/invoices?hsLang=en#getting-started)
    - [Advanced Functionality](https://learn.getservicebox.com/invoices?hsLang=en#advanced-functionality)
    - [User Guide](https://learn.getservicebox.com/invoices?hsLang=en#user-guide)
    - [FAQ](https://learn.getservicebox.com/invoices?hsLang=en#faq)
- [Quotes](https://learn.getservicebox.com/quotes?hsLang=en#main-content)

    - [Getting Started](https://learn.getservicebox.com/quotes?hsLang=en#getting-started)
    - [User Guide](https://learn.getservicebox.com/quotes?hsLang=en#user-guide)
    - [Advanced Functionality](https://learn.getservicebox.com/quotes?hsLang=en#advanced-functionality)
    - [FAQ](https://learn.getservicebox.com/quotes?hsLang=en#faq)
- [Work Orders](https://learn.getservicebox.com/work-orders?hsLang=en#main-content)

    - [Getting Started](https://learn.getservicebox.com/work-orders?hsLang=en#getting-started)
    - [User Guide](https://learn.getservicebox.com/work-orders?hsLang=en#user-guide)
    - [Advanced Functionalities](https://learn.getservicebox.com/work-orders?hsLang=en#advanced-functionalities)
    - [Work Order - FAQ](https://learn.getservicebox.com/work-orders?hsLang=en#work-order-faq)
- [Job Sites](https://learn.getservicebox.com/job-sites?hsLang=en#main-content)

    - [User Guide](https://learn.getservicebox.com/job-sites?hsLang=en#user-guide)
    - [Advanced Functionality](https://learn.getservicebox.com/job-sites?hsLang=en#advanced-functionality)
    - [FAQ](https://learn.getservicebox.com/job-sites?hsLang=en#faq)
- [Recurring Work](https://learn.getservicebox.com/recurring-work?hsLang=en#main-content)

    - [User Guide](https://learn.getservicebox.com/recurring-work?hsLang=en#user-guide)
    - [FAQ](https://learn.getservicebox.com/recurring-work?hsLang=en#faq)
- [Scheduler](https://learn.getservicebox.com/scheduler?hsLang=en#main-content)

    - [User Guide](https://learn.getservicebox.com/scheduler?hsLang=en#user-guide)
    - [Advanced Functionality](https://learn.getservicebox.com/scheduler?hsLang=en#advanced-functionality)
    - [FAQ](https://learn.getservicebox.com/scheduler?hsLang=en#faq)
- [Timesheets](https://learn.getservicebox.com/timesheets?hsLang=en#main-content)

    - [User Guide](https://learn.getservicebox.com/timesheets?hsLang=en#user-guide)
    - [Advanced Functionality](https://learn.getservicebox.com/timesheets?hsLang=en#advanced-functionality)
    - [FAQ](https://learn.getservicebox.com/timesheets?hsLang=en#faq)
- [Inventory](https://learn.getservicebox.com/inventory?hsLang=en#main-content)

    - [User Guides](https://learn.getservicebox.com/inventory?hsLang=en#user-guides)
    - [FAQ](https://learn.getservicebox.com/inventory?hsLang=en#faq)
- [Vendor Orders](https://learn.getservicebox.com/vendor-orders?hsLang=en#main-content)

    - [Getting Started](https://learn.getservicebox.com/vendor-orders?hsLang=en#getting-started)
    - [Advanced Functionality](https://learn.getservicebox.com/vendor-orders?hsLang=en#advanced-functionality)
    - [User Guide](https://learn.getservicebox.com/vendor-orders?hsLang=en#user-guide)
    - [FAQ](https://learn.getservicebox.com/vendor-orders?hsLang=en#faq)
- [Reporting](https://learn.getservicebox.com/reporting?hsLang=en#main-content)

    - [Getting Started](https://learn.getservicebox.com/reporting?hsLang=en#getting-started)
    - [FAQ](https://learn.getservicebox.com/reporting?hsLang=en#faq)
    - [User Guide](https://learn.getservicebox.com/reporting?hsLang=en#user-guide)
- [Integrations](https://learn.getservicebox.com/integrations?hsLang=en#main-content)

    - [Accounting Connector](https://learn.getservicebox.com/integrations?hsLang=en#accounting-connector)
    - [ServiceBox Payments](https://learn.getservicebox.com/integrations?hsLang=en#servicebox-payments)
- [Product Updates](https://learn.getservicebox.com/product-updates?hsLang=en)
- [Data Services](https://learn.getservicebox.com/data-services?hsLang=en#main-content)

    - [FAQ](https://learn.getservicebox.com/data-services?hsLang=en#faq)
- [QuickBooks Desktop](https://learn.getservicebox.com/quickbooks-desktop?hsLang=en#main-content)

    - [User Guide](https://learn.getservicebox.com/quickbooks-desktop?hsLang=en#user-guide)
    - [Getting Started](https://learn.getservicebox.com/quickbooks-desktop?hsLang=en#getting-started)
    - [FAQ](https://learn.getservicebox.com/quickbooks-desktop?hsLang=en#faq)
- [QuickBooks Online](https://learn.getservicebox.com/quickbooks-online?hsLang=en#main-content)

    - [Getting Started](https://learn.getservicebox.com/quickbooks-online?hsLang=en#getting-started)
    - [User Guide](https://learn.getservicebox.com/quickbooks-online?hsLang=en#user-guide)
    - [FAQ](https://learn.getservicebox.com/quickbooks-online?hsLang=en#faq)
- [Printing](https://learn.getservicebox.com/printing?hsLang=en)
- [Sage 50 (Canada)](https://learn.getservicebox.com/sage-50-canada?hsLang=en#main-content)

    - [Configuration](https://learn.getservicebox.com/sage-50-canada?hsLang=en#configuration)
    - [FAQ](https://learn.getservicebox.com/sage-50-canada?hsLang=en#faq)
    - [User Guide](https://learn.getservicebox.com/sage-50-canada?hsLang=en#user-guide)
- [First Steps for ServiceBox Users](https://learn.getservicebox.com/first-steps-for-servicebox-users?hsLang=en#main-content)

    - [User Guide](https://learn.getservicebox.com/first-steps-for-servicebox-users?hsLang=en#user-guide)
    - [FAQ](https://learn.getservicebox.com/first-steps-for-servicebox-users?hsLang=en#faq)
- [Configuring Your ServiceBox Site](https://learn.getservicebox.com/configuring-your-servicebox-site?hsLang=en#main-content)

    - [Getting Started](https://learn.getservicebox.com/configuring-your-servicebox-site?hsLang=en#getting-started)
    - [User Guides](https://learn.getservicebox.com/configuring-your-servicebox-site?hsLang=en#user-guides)
    - [FAQ](https://learn.getservicebox.com/configuring-your-servicebox-site?hsLang=en#faq)
    - [Advanced Functionality](https://learn.getservicebox.com/configuring-your-servicebox-site?hsLang=en#advanced-functionality)
- [Customer](https://learn.getservicebox.com/customer?hsLang=en#main-content)

    - [User Guide](https://learn.getservicebox.com/customer?hsLang=en#user-guide)
    - [Advanced Functionality](https://learn.getservicebox.com/customer?hsLang=en#advanced-functionality)
    - [FAQ](https://learn.getservicebox.com/customer?hsLang=en#faq)
- [Notes](https://learn.getservicebox.com/notes?hsLang=en)
- [To Dos](https://learn.getservicebox.com/to-dos?hsLang=en#main-content)

    - [Getting Started](https://learn.getservicebox.com/to-dos?hsLang=en#getting-started)
    - [To Dos - User Guide](https://learn.getservicebox.com/to-dos?hsLang=en#to-dos-user-guide)
- [Vendor](https://learn.getservicebox.com/vendor?hsLang=en#main-content)

    - [User Guide](https://learn.getservicebox.com/vendor?hsLang=en#user-guide)

[![sblogo-whiteandtransparent120x30\[8666\]](https://learn.getservicebox.com/hs-fs/hubfs/sblogo-whiteandtransparent120x30%5B8666%5D.png?width=120&height=30&name=sblogo-whiteandtransparent120x30%5B8666%5D.png "sblogo-whiteandtransparent120x30[8666]")](https://learn.getservicebox.com/knowledge-base?hsLang=en)

 

<https://www.facebook.com/getservicebox/> <https://x.com/getservicebox> <https://www.instagram.com/getservicebox/?hl=en> <https://www.youtube.com/@JobboxSoftware> <https://www.linkedin.com/company/getservicebox/>

Copyright © 2026