Set up document sequence numbersSet up document sequence numbersSet up document sequence numbersSet up document sequence numbers
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Set up document sequence numbers

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  • Set up document sequence numbers

Set document numbering and ordering

It is essential for your administration that you have everything clear at a glance. That is why it is important to apply clear numbering and ordering to your invoices. A good example of the numbering to be adjusted is the invoice number. With the invoice number you create a clear order in how many invoices you in total , this month, this quarter or this year . The invoice number is in the upper left corner of your newly created invoice.

Set up document sequence numbers

Adjustments for this option are easy to make. Below a step-by-step plan:

1. Go to settings > other settings .

Set up document sequence numbers

2. Under "other" you then see different options. Make the desired adjustments (for example, determine whether you want to set a new numbering per month, quarter or year, and if so, how you should number them).

Set up document sequence numbers

3. After making the changes, do not forget to click save at the bottom of the page.

4. Open a new invoice, and you will see that the numbering has been adjusted to your wishes.

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