Auto-Numbers

Created by Natasha Dubauskas-Reed, Modified on Mon, 16 Jan 2023 at 09:04 PM by Kylie Mitchell

This article explains how you can configure (set or re-set) the sequence of numbers for various accounting invoices (for example, invoices and supplier invoices). You may want your invoice or supplier invoices to start from a certain number (especially if you are transferring to Actionstep from another system). 

 

Navigate to Admin > Accounting > Auto Numbers. 

 

Click on the box to the left of the type of Invoice you wish to edit and then click on the Edit button on the top bar. 

 

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You are then given the options below.

 

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You can input the next number to use for the next sales invoice. 

 

TIP: You can also set up a custom mask. The mask allows you to add data before or after the number using [X]. For example, INV[X] will produce INV1234

 

 

For example, setting up the below.

 

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Will give you the invoice numbers as shown:- 

 

/helpdesk/attachments/150002489631

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