How do I change document numbering?

Created by Andrew Marcus, Modified on Mon, 3 Aug at 3:11 PM by Andrew Marcus

Go to Settings → Template and set the prefix and starting number for each document type.

Set numbering before you start trading if you are continuing a sequence from another system, so your records run without a gap.

Numbers are issued when a document is created and are not reused. Voiding a document does not release its number, which is intentional. A missing number in a sequence is easier to explain than a repeated one.

Changing the prefix affects new documents only. Documents already raised keep the number they were issued.

Try it in the live demo: Open template settings

Still stuck? Start a chat.

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