If you would like to set specific document numbering cycles, there are several options for you in Billoid. Some use cases can be a different numbering per year, per customer or supplier, per department, and so on.
The invoice numbering and credit note numbering settings can be configured in the general Account Settings. The document number consists of three elements:
PREFIX + DOCUMENTNUMBER + SUFFIX
Elements explained:
PREFIX
An element which is set before the document number and allows sorting and grouping documents with the same prefix.
DOCUMENTNUMBER
An upcounting value which will always start counting from the value set in Min. Invoice Number or Min. Credit Note Number. It also considers existing documents and will count from the highest existing document in the respective document group. If prefixes are used, the min. document number will be the starting count for the first document (E.G. Prefix: "2021-" ; Min. Inv. Number: "100" = first invoice: 2021-100)
SUFFIX
Suffix is an element set behind the document number. It is exclusively used by cancellation invoices if the cancellation setting "Suffix" is enabled.
How to create a new document numbering cycle
In order to create a new document numbering cycle you can create a new prefix. Therefore, you have to follow these steps:
- Settings > Account Settings
- Scroll down to the Prefixes Area and create a new prefix
- Go to Settings > Org Settings
- Scroll to the respective action:
Credit note prefix or Invoice prefix and select the required prefix to set it as the new standard prefix
The system will now take the new prefix setting and starts counting at what is set to Min. invoice (or credit note) number in the Settings > Accounting Settings.