- How do I change default document number format?
- What placeholders can I use?
- Can I use static values for my document number?
- Can I use different formats for different document types?
Documents settings gives you the ability to configure document number format you wish to use.
Default document format
Default document number format is:
%YEAR%-%TYPE%-%COUNTER%
For example, first sale document with document type "200" created in year 2023 will have the number "23-200-000001".
How do I change default document number format?
If you wish to change default document number format, go to Settings > Document settings and change default document number format, as in the screenshot below.
You can always reset back to default document number format by clicking the reset button next to the format text field, as in the screenshot below.
IMPORTANT
Custom number format applies to future documents only. You cannot change the number format once document is created.
What placeholders can I use?
You can use the following placeholders for your document number format:
| Placeholder | Description |
|---|---|
| %YEAR% | Year of the business day in which document is created |
| %TYPE% | Document type code (e.g. invoice is using "200", and purchase is using "100") |
| %COUNTER% | Current document number counter |
| %MONTH% | Month of the business day in which document is created |
| %CUSTOMER% | The code of the customer assigned to the document |
Can I use static values for my document number?
You can use static values in your document number format. For example, if you wish your document number to have prefix "INV", you can set the format as:
INV-%COUNTER%
This will result in document increasing the counter value but keeping "INV" prefix in every document, for example "INV-000123".
Can I use different formats for different document types?
If you wish to use different document formats for different document types, or to use custom document format for only one document type (e.g. sales), you can specify the format for specific document type by clicking Add format override button.
In the below example, all sales will have "INV" and all refunds will have "R" prefix, while all other documents will continue using default document number format.