introduces a new feature that allows you to customize the numbering of invoices and expenses according to your preferences. This guide will walk you through the steps to correctly set up and leverage number sequences.

The format for numbering invoices and expenses is automatically preset based on the currently used numeric series. If you decide to change the number sequences when issuing a new invoice and overwrite the Invoice number field, you can choose from the menu whether you want to use the new numbering only once or adjust the setting permanently.

The format for numbering invoices

The same menu will appear when editing the numbering of Expenses.


Adjusting Number Sequences Settings

To change the number sequences settings, you can overwrite the Invoice Number/Expense Number field when creating a new document.

Another option is to go to the My Account section and choose the Number Sequences option, where you can easily set the desired format for numbering invoices and expenses that best suits your needs.

Adjusting Number Sequences Settings automatically adapts the numbering format according to the currently used number sequences. If you want to change the numbering format, you can choose from three predefined options or create your own number sequences format.

Adjusting Number Sequences Settings

Abbreviations for creating number sequences:

The following abbreviations are used for easy creation of number sequences

  • {YYYY} or {YY} โ€“ this variable represents the current year; YYYY=2023, YY=23
  • {MM} โ€“ this variable represents the current month
  • {NNNN} โ€“ this variable represents the invoice number counter with leading zeros. The abbreviation can be adjusted according to the desired number of zeros; for example, {NN} for 01.

Proposed Number Sequences Formats

  • Format 1: Year-Month-Number {YYYY}{MM}{NNNN}

This format combines the current year, month, and the numeric sequence of the invoice.

Example: Invoice No. 1 in December 2023 will be marked as 2023120001.

Format 1: Year-Month-Number {YYYY}{MM}{NNNN}
  • Format 2: Year-Number {YYYY}{NNNN}

The second format creates automatic numbering based on the year of issuance and the sequential number.

Example: Invoice No. 1 in 2023 will be marked as 20230001.

Format 2: Year-Number {YYYY}{NNNN}
  • Format 3: Invoice Number {NNNN}

The third proposed format includes only the invoice number.

Example: If the last invoice had the number 0001, the next one will be marked as 0002.

Format 3: Invoice Number {NNNN}

๐Ÿ’ก When choosing any format, you can adjust the invoice number sequence in the Sequence number column as needed.

Sequence number

Creating a Custom Number Sequences Format

If none of the predefined formats meet your needs, you can easily create your own using the abbreviations explained above.

  • Example 1: {YYYY}/{NN}

This format will create an invoice/expense number, indicating the year of issue, a slash, and the sequential number. The first invoice in 2023 will be marked as 2023/01.

Example 1: {YYYY}/{NN}
  • Example 2: I{YYYY}/{MM}/{NN}

When creating a number sequences, you can also insert text into the column. So, if you want to have the designation "I" (invoice) in your numbering, you can simply enter the text.

The first issued invoice in December 2023 will be named I2023/12/01.

Example 2: I{YYYY}/{MM}/{NN}

Saving the Configured Number Sequences Format

After adjusting the numbering format, simply choose the Save option, and you can start invoicing immediately!

Saving the Configured Number Sequences Format

๐Ÿ’ก updates the year of invoice issuance/expense addition, and upon entering a new year, it will automatically start using the new numbering.

๐Ÿ“ฉ Feel free to contact us at h[email protected] if you have additional questions or need assistance with configuring number sequences. We're here for you!