Change document numbering

Every document gets a number: INV-0001, SQ-0001, PO-0001. You choose how those numbers look: the prefix, the year, and how many digits.

Steps

1. Open Settings, then Numbering. Each kind of document is listed with its Prefix, Digits and a Preview.

   

2. Change the prefix. Put {YYYY} (or {YY}) in it for the year the document was made. For example INV-{YYYY}- gives INV-2026-0001.

   

3. Set the digits. How many digits the count has, with zeros in front. The preview updates as you type.

   

4. Click Save.

Good to know

• Only how the number looks changes. The count keeps going up from where it is; it doesn't restart each year, so there are never two documents with the same number.
• Documents that already have a number keep it.