Number series
A number is given when a document is issued, from the series of its type, with no gaps. Drafts have no number.
Step by step
- Open “Settings” › “Number series”. Each document type has its default series; quotes and expenses have their own.
- Choose “Add a series” and give it a name and a document type.
- Choose how it counts: one sequence for the account, per customer, or per cost centre.
- Write the format: #yyyy# is the year, #yy# the year in two digits, #mm# the month (the counter restarts every month), #dddd# the counter, #customer# the customer’s code and #centre# the cost centre’s prefix. The preview shows the first and the last number.
- Tick “The default series of its type” if new documents should take it, and choose “Save”.
Good to know
A series counting per customer uses the customer’s six-digit code, which never changes, so a number reveals only how many documents that customer received. Issuing to a name that is not in your contacts offers “Create the contact and issue”.
A format that is malformed or already used by another series is refused. A series you no longer use can be archived and restored.
Related articles
- Billing details, VAT mode and defaultsWhat every document says about you, whether it carries VAT, and the values a new document starts with.
- Cost centres and jobsAccounting dimensions of your documents: which part of the business and which engagement a sale belongs to. They are never printed.
- Issue an invoiceFrom an empty form to an issued invoice with its number, PDF and ISDOC.