Set Your Invoice and Credit-Note Prefixes

Overview
Define the numbering scheme (prefix, separator, digit count) for all financial documents.

Steps

1. Open Finance Settings → Prefix Settings.

2. Edit Invoice Prefix, Credit Note Prefix, Estimate Prefix, etc.

3. Choose your Separator (e.g. “#”) and Number of Digits.

4. Review the live Example on the right.

5. Click Save.

Tips

• Use distinct prefixes (INV, CN, EST) to avoid confusion.

• Increase digits if you anticipate high document volume (e.g. 5 digits).

Troubleshooting / FAQs

• Q: Prefix changes not saving.

  • A: Ensure each required field (*) is filled.

• Q: Existing documents keep old numbers.

  • A: Changes apply only to new documents.