Document Numbering
Set the prefix and starting counter for job, quote, and invoice numbers for professional, trackable document management.
Last updated: 30 August 2026
30-Second Version
Document Numbering lets you set a prefix and a starting counter for job, quote, and invoice numbers. Each document type has its own fixed format and its own independent counter — there's no free-form pattern to design, just the prefix and where the count starts.
Document numbering generates unique reference numbers for your jobs, quotes, and invoices (certificate numbering is separate and isn't configured here). For each document type you can set:
- Your own prefix (free text, automatically uppercased)
- The starting number the counter should count up from
Why it matters:
- Professional branding: Include your company code as the prefix on every document number
- Audit trails: A sequential, gap-tracked counter makes documents easy to reference and reconcile
- Compliance: Unique, sequential numbering per tenant meets standard record-keeping requirements
- Per-document control: Job, quote and invoice numbering are configured and counted independently
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