New invoice group, proforma invoices and numbering Using this button, you can have the system retrieve the number that is in accordance with the rule. There is the Load button next to the field for entering an invoice number.If the user confirms that they want to continue, the invoice with a given number is issued. The user can choose whether they want to continue or not.If the number is not in accordance with the rule highest number in the invoice group + 1, a message appears during the save process that informs the user of the fact.An additional invoice number check was added to the system.The highest number is 202112134! Invoice number check during individual invoice generation The number 100000001 is not the highest number in the invoice group. However, the system suggests a different number instead: 202112135.You expect that the next invoice will be assigned number 100000002.You enter 100000001 into the Invoice number field.In 2022, you decide to use an invoice number sequence starting with.The highest number used in a particular invoice group is 202112134.If the sequence were lower, the system would still automatically suggest a value from the highest sequence because it works according to the rule highest number in the invoice group + 1. Ī new invoice number sequence for a particular invoice group must always be higher that all the previous sequences. If the highest number used in the invoice group is 202200001, the system will suggest 202200002. ![]() If the highest number used in the invoice group is 202112134, the system will suggest 202112135. The system takes the highest number used in a given invoice group.The system automatically provides you with new invoice numbers. The system will continue using the newly set invoice number sequence.Enter the number into the Invoice number field.You want to use a different number, though: 202200001. ![]() The system automatically assigns a higher number (+1) to a newly generated invoice: 202112135.In 2021, the last number used was, for example, 202112134.In the process, you will have to change the preset value. You decide to issue an individual invoice to make that happen. Last year, an invoice number sequence starting with 202100001 was used for a given invoice group. Let us have a look at a specific example:īeginning of the year 2022. It is important, however, to understand how the automatic invoice numbering feature works. If you set an invoice number sequence correctly, the system will make your work in the future much easier. ![]() Opening invoice number setup for the selected invoice group Automatic invoice numbering If you want to change the invoice number sequence for a given invoice group, change the preset value in this field. In the Individual invoice generation form ( Client card / Invoicing / Issue invoice), there is an editable field named Invoice number. You might want to change, for example, the first four digits of the sequence from 2021to 2022. Invoice number sequences are usually changed at the beginning of a new year. You can set invoice number sequences in one of the following ways: ![]()
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