Set how invoices and estimates are numbered

Choose the prefix, digits, year and reset rule for each document series in Settings, Numbering.

In the app

SettingsNumbering

Who

Owners and admins

Each kind of document has its own series and counter. Numbers are handed out one at a time and never repeat.

1. 1

   Open Settings, then Numbering

   The top of the page shows the next number in each series. Pick the one to change: Invoice, Estimate, Credit note, Receipt or Proforma invoice.

2. 2

   Set the format

   Under The number, set the Prefix, Separator, Digits and Start at. The examples and Next number out update as you type.

3. 3

   Choose what the number includes

   Tick The year, and Two digits rather than four for 26 instead of 2026. Tick The month if you want it.

4. 4

   Choose when the series resets

   Under Resetting, keep one continuous series or pick Every year or Every month. A series that resets needs the year, or the month, in the number to stay unique.

5. 5

   Allow typed numbers if you are moving from another system

   Turn on Let staff type a number by hand to continue an old series or correct a mistake. A number already used is always refused.

6. 6

   Save the series

   Press the save button, which names the series, for example Save invoice numbering.