3543 views Overview
The Series Configuration feature allows you to customize Sales Invoice numbering according to your business requirements. You can define invoice prefixes, suffixes, starting numbers, and leading zeros to maintain a consistent invoice numbering format.
Benefits
- Customise Invoice Numbering to match your business format.
- Maintain Consistent Records across all sales invoices.
- Support Financial Year-Based Series using prefixes and suffixes.
- Improve Document Organisation with structured invoice numbers.
- Control Invoice Sequence by defining the starting number.
Modify Sales Invoice Series
Steps
- Go to Settings → Series Configuration.
- Locate the Sales Invoice voucher type.
- Click Edit.
- Configure the required fields:
- Prefix – Text displayed before the invoice number.
- Suffix – Text displayed after the invoice number.
- Starting No. – Number from which the series should begin.
- Length of Zero – Number of leading zeros to display.
- Click Save.
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Important Notes
- Changes affect future sales invoices only.
- Ensure the series format does not create duplicate invoice numbers.
- Prefix, suffix, starting number, and leading zeros together must comply with the system’s invoice number length limitations.
- Review the series configuration carefully before saving changes.
- It is recommended to update series settings at the beginning of a new financial period when required.
Result
- Future sales invoices are generated using the updated numbering format.
- Invoice numbers follow the configured prefix, suffix, starting number, and zero-padding rules.
- Sales invoice records remain organized and easy to track.
Need Assistance?
If you need help configuring Sales Invoice series settings, please contact the support team.
