How do I set up my invoice number format and series?

You will have invoices numbered the way your business needs.

Before you start

You need permission to edit invoice settings. Numbers already issued keep their format.

Steps

1. Open Invoices → Settings.
2. In Number format, build the pattern from {seq} (the counter, once only; {seq:4} pads to 0001) and date parts such as {YYYY} or the Jalali {jYYYY}. The Example line shows how it looks.
3. Set Restart numbering: never, every year or every month. A restart needs a matching date part in the format, and you cannot mix Jalali and Gregorian parts.
4. Set Start numbering at if it should not start at 1.
5. For a separate run per line of business, press Add series, give it a name, format and start number, and repeat for each.
6. Press Save.

What you will see

New invoices use the new format. With series defined, New Invoice offers a Number series picker; the choice is made once, at creation.

If something goes wrong

• The page names the problem: the format needs {seq} exactly once, a restart needs a date part, and two active series cannot share a format.
• A saved series cannot be removed, only archived. Changing its format starts a new counter, so old and new numbers cannot be found with one search.
• A number is never reused, even after the invoice is cancelled or deleted.