Numbering

You can easily customize the numbering sequence and pattern for your documents to match your company’s unique requirements.

To get started, simply go to the menu “Customize Document > Numbering“, and then choose the document type you wish to set up.

The pattern can be configured using variables such as year, month, or day. This allows to incorporate these variables into the document number format as needed.

• 0 – treat as the leading zero.
• # – Treat as the current document number
• {YYYY} – 4-digits of current year
• {YY} – 2-digits of current year
• {YYYY-NEXT} – 4-digits of next year
• {YY-NEXT} – 2-digits of next year
• {YYYY-LAST} – 4-digits of last year
• {YY-LAST} – 2-digits of last year
• {M} – Current month
• {D} – Current Day

Example 1

The document number is set with a prefix INV.

Numbering Pattern: INV#

• Current Number: 123
  Output: INV123
• Current Number: 345678
  Output: INV345678

Example 2

The document number is set with a prefix INV and the number with 4 four leading zero.

Numbering Pattern: INV0000#

• Current Number: 123
  Output: INV00123
• Current Number: 345678
  Output: INV345678

Example 3

The document number is set with a prefix INV and Current year, the number with 4 four leading zero.

Numbering Pattern: INV{YYYY}0000#

• Current Number: 123
  Current Year: 2025
  Output: INV202500123
• Current Number: 345678
  Current Year: 2025
  Output: INV2025345678

Furthermore, you can choose to reset the numbering either on a monthly or yearly basis, providing them with the option to start a new numbering sequence at the beginning of each month or year, aligning with their company’s practices.