Document Numbering
Customize invoice, quote, certificate, and job number formats with prefixes, date patterns, and sequential counters for professional document management.
Last updated: 23 May 2024
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Document Numbering lets you customize the format of invoice, quote, certificate, and job numbers with prefixes, date patterns, and sequential counters. Professional, branded numbering improves audit trails, ensures compliance, and makes documents easy to track and reference.
Document numbering is the system that generates unique reference numbers for your invoices, quotes, certificates, and jobs. Instead of generic sequential numbers, you can create custom formats that include:
- Your company prefix or brand code
- Date components (year, month, day)
- Sequential counters that auto-increment
- Document type identifiers
Why it matters:
- Professional branding: Include your company code in every document number
- Audit trails: Date-based patterns make it easy to identify when documents were created
- Compliance: Meet regulatory requirements for unique, sequential numbering
- Per-document control: Configure different formats for invoices, quotes, certificates, and jobs
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