When creating an invoice, you need to enter a unique invoice number. This is by default an auto-generated number that starts from number 1, but it can also be a number you enter from your accounting software.

It can also be customized to your own needs.

Let's say you need to create invoices that have a specific number format. For example, it could have this elements:

  • {yyyy} -> current year (2018)

  • {yy} -> current year, shortened (18)

  • {q} -> current quarter (1, 2, 3, 4)

  • {n} -> sequential invoice number (1, 2, 3...)

  • {mm} -> month (01, 02...)

  • {company_code} -> First three letters of your company name will be included (ACME = ACM)

Which means your invoice numbers could be formatted like this:

  • {yyyy}/{mm}/{n} -> 2018/02/1 ; 2018/03/2...

  • {n}-{company_code}-{yyyy} -> 1-ACM-2018 ; 2-ACM-2018...

  • etc.

Productive lets you generate an invoice using these characters:

  • numbers (1 - 9)

  • letters (both uppercase and lowercase)

  • symbols  / _ - . < > 

  • whitespace

Important: If your invoice number begins with an n (sequential invoice number), each year the number will reset and start from zero. If you want to prevent that, just remember to set the number of the first invoice in that year manually. 

To set up a custom invoice number format, go into Settings - Company info in your Productive account


Did this answer your question?