What to Do with the Invoice Series Number at the Start of the New Year?
In the new year, it is recommended to create a new series and change the order of the invoice series.
Go to SETTINGS
Choose SERIAL AND REFERENCE NUMBER
Select ADD ADDITIONAL REFERENCE NUMBER
In the REFERENCE NUMBER section, enter the desired letters or other symbols. This part of the series does not change
In the REFERENCE NUMBER TEMPLATE, enter as many '%' as the number of digits to be reserved for numbers or other symbols that should be added to invoice reference number
Enter the desired number in the NEXT ISSUE column, click DISC ICON
Please note that you can see how the full series and number looks like
Don't forget to save your actions by clicking SAVE CHANGES
Change the order of the reference number - when you write a new invoice you will automatically be offered the first reference number in the list
How to do it?
Go to SETTINGS
Choose SERIAL AND REFERENCE NUMBER
Select ADD ADDITIONAL REFERENCE NUMBER
In the REFERENCE NUMBER section, enter the desired letters or other symbols. This part of the series does not change
In the REFERENCE NUMBER TEMPLATE, enter as many '%' as the number of digits to be reserved for numbers or other symbols that should be added to invoice reference number
Enter the desired number in the NEXT ISSUE column, click DISC ICON
Please note that you can see how the full series and number looks like
Don't forget to save your actions by clicking SAVE CHANGES
Change the order of the reference number - when you write a new invoice you will automatically be offered the first reference number in the list
Updated on: 29/05/2024
Thank you!