Document numbering

fakturum fills in the document number from your number series. Set the series in Account, Document settings, Number series, separately for invoices, proforma invoices, quotes and orders (and credit notes and tax documents for received payments, if you have them turned on).

For invoices you choose from ready-made formats, for example year plus sequence number (YYYY0001) or year, month and number (YYYYMM01). For credit notes and tax documents for received payments you write your own format: %%%% is the year, @@ the month and #### the sequence number; other characters are copied as they are.

Changing a series does not affect documents already issued.

The payment reference (variabilní symbol) is filled in from the invoice number, digits only. If a customer has a fixed payment reference set, that one is used instead.

You can overwrite the number on a document, but the app won’t save a number that doesn’t match your series or that another document already has.