Benefits of Changing Starting Numbers for Sales Documents
Improve internal document sorting
Create a document numbering system that allows your employees to identify documents at a glance. For example, all invoices can start with 005, while all other documents begin with 500.
Match documents from previous systems
Switching from a system that had pre-set document numbers? Keep document formations that your customers are already comfortable with by configuring starting numbers to match your old records.
Remain compliant
Depending on your region, it may be required that receipts or other sales documents start with a certain number. Easily configure starting numbers in the back office.
Changing Starting Numbers on Sales Documents
In the back office navigate to the Settings module and select Configuration. Scroll down until you find the section labeled Starting numbers for sales documents.
This section is split up into two categories:
- Invoices, Receipts, and similar documents
- Waybills, Quotes and Orders and similar documents.
Enter the string of digits you wish to precede your documents. For example, if you own the 555 Main Art Gallery, you can configure all invoices start with 555 by entering that number in the top field -- or all sales related documents could start with 555 by entering that number into the bottom field.
If you only fill in the bottom field, all documents will begin with the numbers entered.
Be sure to Save your settings when finished.