The numbering system contains two sections. In the first section, you can create a new fiscal year. In the second section, it is possible to define the layout of the numbering of your documents.
Go to the "Admin" panel and click on the "Numbering System" section.
Then tap on the button "numbering system":
Create a new fiscal year:
Only create a new fiscal year AFTER completion of the invoicing of the current fiscal year, but BEFORE starting with the invoicing of the new fiscal year.
- Tap the button "+ Fiscal year".
- Next, fill in the number of the first document for the new fiscal year and do this for each document type.
- Subsequently, you need to decide if the credit notes will follow the same numbering system as the invoices. If you wish to activate this functionality, select the button at the top.
- To confirm, click "Save". The new fiscal year will now be created.
Adjust the numbering system's layout:
- Navigate to the tab "Numbers" and select if you want to adjust the general details or the numbering system of the documents.
- You can edit the layout of a particular number by selecting the pen symbol.
- When adjusting the numbering system, use the following codes:
For example:
To insert an invoice with the number 2023-01-001, you use the following code {YYYY}-{MM}-###.