Document settings
Control how each document type is numbered — its prefix, year, sequence, and whether it is active.
Document settings control how your documents are numbered. Each type is numbered on its own, so your invoices and your offers run in separate sequences with their own formats.
The number's parts
A number is built from a prefix, an optional year, and a running sequence:
PREFIX-YEAR-0001
You set each part per document type.
| Setting | What it does |
|---|---|
| Prefix | The letters at the front, such as INV for invoices or OF for offers |
| Year format | YYYY for the full year, YY for the short year, or None to leave the year out |
| Padding | How many digits the sequence uses, from 3 to 6, so a padding of 4 gives 0012 |
| Active | Whether the type is available to generate |
With prefix INV, year format YYYY, and padding 4, the twelfth invoice of the year comes out
as INV-2026-0012. Set the year format to None and it becomes INV-0012.
How the sequence runs
The sequence counts up on its own, one per document of that type, and is handed out at the moment you generate. Numbers are never reused, so a gap from a voided or failed document stays a gap rather than being filled.
Settle formats before you start numbering
Decide each type's prefix and format early. Changing them later does not renumber the documents you have already issued, so a mid-year change leaves your sequence looking inconsistent.