Running Numbers

Running Numbers (also referred to as Sequences) control the automatic numbering of your documents and works — for example, invoice numbers, quotation numbers, and work order numbers.

Accessing Running Numbers

Go to Settings → Running Numbers.

Configuring a Sequence

Each sequence has:

Field Description
Prefix Text before the number (e.g. INV-, Q-, WORK-)
Next Number The next number that will be assigned
Padding Minimum digits — pad with leading zeros (e.g. 0001)

To update a sequence:

  1. Click on the sequence name
  2. Edit the prefix, next number, or padding
  3. Save

Available Sequences

Sequence Applies to
Invoice Invoice reference numbers
Quotation Quotation reference numbers
Work Work / work order numbers

Resetting or Advancing the Counter

You can manually set the Next Number to any value — useful when migrating from another system and you want to continue your existing numbering.

:::warning
Lowering the next number below already-issued numbers can cause duplicate reference numbers. Only advance (increase) the counter unless you're certain no lower numbers have been used.
:::