Customize Receipt and Invoice Numbering
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You set your document numbering in Settings under “Receipts”, in the “Receipt Numbering” tab. There you define a custom prefix and start sequence per document type, check the preview and save. The numbering then applies to all new documents.
Why numbering matters
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 to track payments and manage tax records for your business.
Step by step: Customize receipt and invoice numbering
- Head to “Settings” to customize how your business operates. The settings dashboard loads.
- Select “Receipts” to access and personalize your receipt settings. A sub-menu appears 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 number.
- Update the “Start Sequence” so your next number picks up right where you need it.
- Review the updated configuration for each document category to verify your settings.
- Click “Save” to lock in your numbering preferences. A confirmation message indicates your new format is active.
- Verify your configuration one final time in the dashboard overview to confirm it applies across all document types.
Tip from practice
Use a unique prefix: Use a distinct 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.
Requirements
Updating receipt numbering requires an active RepairCMS account with administrative permissions to manage receipt settings.
What comes next
- Customize receipt templates: Customize Receipt Templates and Terms of Service
- Set up your company profile: Managing Business and VAT Data
- Create an invoice: Create Invoices from Repair Orders
Frequently Asked Questions
Where do I set the numbering?
In the Settings menu under “Receipts”, in the “Receipt Numbering” tab.
Which document types can I number?
Receipts, invoices, quotations and delivery notes, each with its own numbering.
Can I set a custom prefix?
Yes. You define a custom prefix and a start sequence per document type.
Where do I see the next number?
The preview shows you exactly how the next number will look before you save.
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