You can tailor your document identifiers to match your internal accounting or filing system. This settings module allows you to define custom prefixes, separators, and starting numbers for your receipts, invoices, and quotations.
These settings determine the document ID that appears on every receipt, invoice, and quotation you generate. Keeping your numbering logic clear makes it much easier for you to track payments and manage tax records for your business.
Step-by-step guide: Customize Receipt and Invoice Numbering #
- Head to “Settings” to customize how your business operates. The settings dashboard will load.
- Select “Receipts” to access and personalize your receipt settings. A sub-menu will appear with your configuration options.
- Open the “Receipt Numbering” tab to fine-tune how your invoices are numbered. Your current numbering rules are displayed for every document type.
- Click the “Prefix” field for a document type to set a custom code that appears before each invoice number. Your new prefix will be saved for that document type.
- Update the “Start Sequence” to ensure your next invoice number picks up right where you need it. The system will continue numbering from the figure you enter here.
- Review the updated configuration for each document category to verify your settings. The summary view reflects all your recent changes for accuracy.
- Click “Save” to lock in your numbering preferences and keep your records running smoothly. A confirmation message appears to indicate your new numbering format is active.
- Verify your configuration one final time in the dashboard overview to confirm the settings are applied across all document types. Your receipt numbering system is now fully configured.
💡 Test your number format: Use a unique prefix for different document types like invoices and delivery notes to prevent numbering overlaps. This keeps your accounting clean when you search for specific records later.
⚠️ Important requirement: Updating receipt numbering requires an active RepairCMS account with the appropriate administrative permissions to manage receipt settings.