Control document numbers and sequences

Give each document type a predictable number, with the prefix, scope and reset cycle your auditor expects.

SettingsFor Business administrator · Accountant5 steps

Where this lives

Permissions needed

Any one of these grants access. Ask an administrator if the screen is not visible to you.

Before you start

1
Choose the document type
Each type carries its own sequence, so invoices, receipts and delivery notes number independently of one another.
2
Set the prefix and pattern
The prefix identifies the document at a glance and the format pattern decides how the counter is rendered alongside it.
3
Choose the scope
A business-wide sequence gives one series across every branch. A branch-scoped sequence gives each branch its own counter, which means the same number can appear in two branches unless the prefix separates them.
4
Choose the reset cycle
The counter can run continuously, or restart yearly or monthly. Restarting is common for tax reporting and is the usual reason a number appears to go backwards.
5
Verify on a real document
Issue one document and read its number before relying on the configuration. This is far cheaper than discovering the pattern was wrong across a month of invoices.

Changing scope or reset cycle part-way through a year produces a visible discontinuity — agree it with your accountant before, not after.
If numbers must be unique across the whole business, put the branch in the prefix rather than relying on a shared counter.