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Number series of each document

Each kind of document has its own series, for example INV/26-27/001 for invoices and QT/26-27/001 for quotations. Each business gets its own series, and the serial starts again from 1 every financial year.

Step by step

1. Open Settings. My data › Settings. Or press Change number series under the number box in any maker.
2. Invoice (Billing). Under Invoice numbering set Prefix, Digits in the serial number and Add the financial year (26-27). The line The first invoice of a year will be shows the result.
3. Other documents. Under Number series of each document each document has a small card (Selling, Buying, Money, rent and salary, Shops and trades) with its prefix and the next number.
4. Save. New documents use it at once. Old documents keep their numbers.

Worked example

Document	First number
Invoice	INV/26-27/001
Quotation / Estimate	QT/26-27/001 / EST/26-27/001
Credit note (sale / purchase)	CN/26-27/001 / PCN/26-27/001
Debit note (sale / purchase)	DN/26-27/001 / PDN/26-27/001
Receipt / Payment voucher	RCT/26-27/001 / PV/26-27/001
Billing counter (POS)	POS/26-27/0001

Rules and dates

Common mistakes and how to fix them

• Changing the prefix in the middle of the year. Allowed, but keep the serial running and tell your accountant; never reuse a number.
• A prefix longer than 16 characters with the year and digits. Keep the prefix short (3–4 letters).

Related help

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