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 these 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} -> The first four letters of your company name will be included (ACMER = ACME)

Which means your invoice numbers could be formatted like this:

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

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

  • etc.

Productive lets you generate an invoice using these characters:

  • numbers (1 - 9)

  • letters (both uppercase and lowercase)

  • symbols  / _ - . < > 

  • whitespace

💡 Hint: If you are looking to set the invoice format as 01, 02, 03..., or 001, 002, 003,... make sure the numbering element is set as {nn} or {nnn} respectively.

To set up a custom invoice number format, go to Settings - Company info in your Productive account. Note that this will be replaced by Subsidiaries if you have turned subsidiaries on.

In the Company info screen, fill in the required data in the Invoicing number format field.

If your invoice number begins with an n (sequential invoice number), choose if you want the numbering sequence to reset each year. You will have two options in the Reset sequence dropdown:

  • Reset sequence: Yearly - Each year the n part of the sequence will reset and start from one

  • Reset sequence: Never - Each year the n part of the sequence will just continue from where it ended the previous year

If you have subsidiaries turned on, select one of your subsidiaries and find the Invoicing number format field:

Fill in the desired number format according to the parameters laid out at the start of this article.

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