> ## Knowledge Base Index
> Fetch the complete knowledge base index at: https://help.invoice123.com/sitemap.xml
> Use this file to discover available pages before exploring further.
> Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash).

# How to Create or Edit an Invoice Series?

Keeping your invoice series in order is essential for accurate bookkeeping, smooth tax reporting and a professional business image. Learn how to create invoice series in Invoice123 with our guide, tailored for freelancers, VAT payers, e-commerce owners and more.

Simplify your accounting process and ensure smooth financial management with Invoice123. Let's get started!

### How to do it?

1. Select **SETTINGS** in the menu bar

![](https://storage.crisp.chat/users/helpdesk/website/-/a/9/8/3/a9835b72ea0f8000/01-settings-menu_17sfcwv.png)


2. Select **SERIAL AND REFERENCE NUMBER** in the sidebar


![](https://storage.crisp.chat/users/helpdesk/website/-/a/9/8/3/a9835b72ea0f8000/02-serial-and-reference-number_196ptnc.png)


3. Edit/delete existing series or add new ones

![](https://storage.crisp.chat/users/helpdesk/website/-/a/9/8/3/a9835b72ea0f8000/03-add-reference-number_68ba41.png)
![](https://storage.crisp.chat/users/helpdesk/website/-/a/9/8/3/a9835b72ea0f8000/02-serial-and-reference-number_196ptnc.png)




| Each invoice type requires a separate series

4. Click **ADD ADDITIONAL REFERENCE NUMBER**, select the reference number type from the list, enter a unique series and save it

![](https://storage.crisp.chat/users/helpdesk/website/-/a/9/8/3/a9835b72ea0f8000/04-reference-number-type_bsxwyv.png)


| In the Reference number field, enter the letters or other symbols you want. This part of the series does not change!
| In the Template field, enter as many % symbols as the number of digits the series should have.

||| Each series must be **UNIQUE** – otherwise it will not be saved

###### To make it even easier!
You can also add and edit series in the invoice creation window

![](https://storage.crisp.chat/users/helpdesk/website/-/a/9/8/3/a9835b72ea0f8000/05-edit-reference-number_14wzdhc.png)
![](https://storage.crisp.chat/users/helpdesk/website/-/a/9/8/3/a9835b72ea0f8000/06-add-additional-reference-nu_14h5a5q.png)

![](https://storage.crisp.chat/users/helpdesk/website/-/a/9/8/3/a9835b72ea0f8000/07-save-reference-number_tloyg7.png)

| After selecting the appropriate document name on the left, the created series will be shown in the series section. Click the lock icon to edit the next invoice number.


![](https://storage.crisp.chat/users/helpdesk/website/-/a/9/8/3/a9835b72ea0f8000/08-document-type-and-series_1k7gpzm.png)