This article outlines how to configure an automatic invoice number generation based on a specified pattern.
To set this up, please contact our Support Team who can configure the pattern for your system.
Invoice Number Pattern Options
The Equinox invoice number pattern can be built using the following elements:
Element | Description | Invoice Pattern Character |
Number | Sequential number that increments each time an invoice is created e.g. nnn = 001, 002, 003 | n |
Year | Display year as 4 numbers e.g. 2019 | Y |
Display year as 2 numbers e.g. 19 | y | |
Month | Display month as 2 numbers e.g. 01 -12 (The sequential invoice number will reset each month). | m |
Display month as 3 characters e.g. Jan, Mar, Dec (The sequential invoice number will reset each month) | M | |
Display month as 2 numbers e.g. 01-12 (The sequential invoice number will not reset each month) | r | |
Display month as 3 characters e.g. Jan, Mar, Dec (The invoice sequential number will not reset each month) | R | |
Date | Display the date as 2 numbers e.g. 1st = 01, 2nd = 02 | d |
Text/Characters | Add any characters that you want to include within all invoices. E.g. ‘INV-‘ |
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Example Invoice Number Pattern:
INV-[5 digit number]-[Year as 4 numbers]
The invoice number above would be defined using the following sequence of characters:
INV-nnnnn-Y
e.g. INV-00001-2019, INV-00002-2019, INV-00003-2019