Step by step
- Open Administration › Settings › Invoices.
- Type a Prefix (letters and digits, e.g. DC) or leave it empty for numbers only.
- Choose Digits (1 to 8): how many digits the number is padded to.
- Enter Next number: one more than the last invoice in your old system.
- Tick Include year to put the year in the number, and Restart at 1 each year to start from 1 every January.
- Check the preview line Next invoice number, then press Save invoice settings.
Examples
Prefix DC, 4 digits, next number 125, year off: DC-0125.
Prefix INV, 5 digits, year on: INV-2026-00125.
No prefix, 6 digits: 000125.
Questions
Do credit notes use the same numbers?
No. Credit notes have their own sequence with the prefix CN (e.g. CN-0001), using the same digits and year settings.
Why did my draft not get a number?
Drafts have no number on purpose. The number is given at the moment you issue the invoice, so there are never gaps.
Works together with
- Invoice settings: numbering, terms, VAT, bank details and footerHow your invoices and quotes are numbered, when invoices are due, the default VAT rate, the bank details printed for transfers and the footer text.
- Issue an invoiceIssuing gives the invoice its number, fixes your and the customer's details, locks the lines and creates the PDF.
- Credit an invoice (credit note)Correct an issued invoice by crediting it in full. Its jobs and parts become billable again so you can invoice them correctly.