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Numbering

Overview​

Numbering is used for customizing the numbering of documents. You can set the document numbering for each document type separately.

Document numbering is set by default when you create a new company. You can change the numbering at any time but you can not change the numbering of the document that is already created.

Numbering screen

Numbering format parameters​

The numbering format is a string that can contain the following placeholders:

  • TEXT: - any text that you want to add to the numbering (e.g. INV, EST, etc.)
  • NUMBER: - the number of the document (incremented by one for each new document) (number of digits can be set)
  • DATE: - the date of the document (date format can be set)
  • DELIMITER - delimiter between the text, number and date

Placeholders which include : are followed by the parameter.

  • {{TEXT:INV}} will add the text INV to the numbering.
  • {{NUMBER:6}} will add the number 000001 to the numbering. Adding the number of digits will add leading zeros to the number if the number is less than the number of digits.
  • {{DATE:Y}} will add the current year 2023 to the numbering.

You can combine placeholders in any order and add any text between them.

Numbering format examples​

  • {{TEXT:INV}}{{DELIMITER}}{{NUMBER:6}} - will generate the following numbering: INV-000001
  • {{TEXT:EST}}{{DELIMITER}}{{DATE:Y}}{{DELIMITER}}{{NUMBER:6}} - will generate the following numbering: EST-2019-000001

Date format parameters​

You can format the date in the numbering format. You can use the following parameters:

  • Y - year (e.g. 2019)
  • y - year (e.g. 19)
  • M - month (e.g. Aug)
  • m - month (e.g. 01)
  • D - day (e.g. Thu)
  • d - day (e.g. 01)

There are used the same parameters as in the PHP date function. You can find more information about the date format here.