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How to Set Document Numbering

In short

Go to Settings → Numbering (admin only). Edit a sequence's Prefix, Digits and Current No., or click Add Sequence to create one with Document Type Name, Prefix, Digits and Start From — a live preview shows the number format.

Key facts
WhereSettings → Numbering
Who can do itAdmin only.
Steps3

Step by step

  1. 1

    Open numbering

    Go to Settings → Numbering. The page lists every document sequence.

  2. 2

    Edit a sequence

    Change the Prefix, Digits or Current No. of an existing sequence and click Save.

  3. 3

    Add a sequence

    Click Add Sequence, enter Document Type Name, Prefix, Digits and Start From, check the live preview and click Add Sequence.

Good to know

  • GST invoices must run in one consecutive series per financial year, up to 16 characters — plan the prefix accordingly.

Common questions

Who can change document numbering?

Only an admin. Settings → Numbering is not shown to other roles.

What does Digits mean in a sequence?

How many digits the running number has. With prefix INV- and 4 digits the numbers read INV-0001, INV-0002 and so on; the live preview shows the format before you save.

Can I continue numbering from my old software?

Yes. Set Start From (or Current No. on an existing sequence) to the last number you used, and the next document continues from there.

Should invoice numbers restart every year?

GST requires invoices to run in one consecutive series per financial year, up to 16 characters. Many businesses put the year in the prefix, such as INV/26-27/, and start a new sequence each April.

Related

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