Task · Invoicing

Choose how your documents are numbered

Set the prefix, the number of digits and whether the count restarts each year, for each kind of document.

8 steps · About 3 minutes

1. Open Account settings then Invoicing

   Your accountSettings

2. Find Document numbering

   Next previews the number each kind of document gets next.

   go.tito.io/acme/admin/settings/invoicing

3. Set the Prefix

   Anything you like, up to 24 characters. Put the date in it with {YYYY} for the full year, {YY} for the short year, or {MM} for the month, and the event with {EVENT}. A prefix of INV-{YYYY}- gives you numbers like INV-2026-00042.

4. Set the Digits

   How many digits the count is padded to. Five gives you 00042.

5. Choose whether the count restarts under Restart

   Never keeps one series running forever. Every year starts again at 1 each January, which several countries expect. If you choose it, the year has to be in the prefix, or next year would reuse this year's numbers.

6. Choose what a free order gets under Free orders

7. Choose how to Number invoices

   In one sequence for the whole account numbers everything you issue in one unbroken run. Separately for each event starts each event at 1, and needs {EVENT} in every prefix so two events can't produce the same number.

8. Select Save

   A number is permanent once it has been issued.

   Changing any of this affects documents issued from now on. Nothing already issued is renumbered.

   The scope is fixed once the first number has been issued.

   Switching after that would hand out numbers that are already on documents you have sent. The screen says so and stops offering the choice.