Bills are by default automatically numbered according to the default numbering format.

To customize the numbering format, do the following:

  1. Go to the Billing Module

  2. Go to the "Billing settings" subpage

  3. Click on the "Change format" button, as seen below:

On the "Change numbering format" window, you can set any format you would like, using the various format elements.

Examples

  • {year}/{number:5} = 2021/00040

  • {number:3}/{month:2}/{year:2} = 001/10/21

You can also add text to the format, for instance the customer's name:

  • Smith/{number:3}/{month:2}/{#year:2} = Smith/001/10/21

In addition, to continue automatically numbering from one year to the next (to avoid having the number to go back to 1), add "#" in front of the year - {#year}

When satisfied with the newly set format, check the box stating you agree to this and click on the "Save" button. The format change will be applied.

Editing the next bill number

The next automatic bill's number is displayed below the format, as seen below. If you were to create a bill now, the bill would have the displayed number.

To edit the number, do the following:

  1. Click on the "Edit" button

  2. Enter what the number should be

  3. Click on the "Save" button to apply this change, as seen below:

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