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Invoice Numbering

Configure prefixes, yearly or monthly resets, and sequence length

What you'll learn

  • Where to update invoice numbering settings
  • How monthly and yearly resets work
  • How to preview the next invoice number

Set Up Invoice Numbers

1
Go to Settings → Invoice Settings
2
Choose a prefix (for example, INV or DP-INV)
3
Select a reset frequency:
Monthly resets require the year to avoid duplicates.
4
Set the sequence length (digits) and confirm the preview
5
Save changes. The new format applies to future invoices only.

Reset Options

  • Never: sequence keeps incrementing without resets
  • Yearly: sequence resets each calendar year
  • Monthly: sequence resets each calendar month and includes the year

ℹ️ Good to Know

Existing invoice numbers never change. The settings only affect new invoices.

Still need help?

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