Settings
Document numbering
Configure the format and starting number for invoices, purchase orders, and other documents.
3 min read
Document numbering lets you define the format of reference numbers for each transaction type — for example INV-2024-00001 or PO-HQ-001.
- 1Go to Settings → Document Numbering.
- 2Select the document type you want to configure.
- 3Set the prefix, year format, separator, and starting sequence number.
- 4Enable per-branch numbering if each branch needs its own sequence.
- 5Preview the next generated number before saving.
Document numbers are generated automatically when you create a new document. You can override the number manually if needed — for example to match an existing numbering scheme.