🎓 Setting up custom invoice numbering (sequential invoice IDs)
In this video, you'll learn:
- How to navigate to the Advanced settings section for your selected site.
- Enabling sequential invoice IDs and customizing the prefix for your invoices.
- Setting the number of invoice digits and defining the next invoice number.
- Previewing how your custom invoice IDs will appear based on your settings.
By the end of this video, you'll know how to create a customized and sequential invoice numbering system tailored to your specific storage site.
Next up in this module: Testing your payment gateway connection.
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View the transcript
The default behavior in Storeganise is to assign each invoice a random alphanumeric ID, like the one shown at the top of the screen on this invoice. However, we can customize this by setting up specific ID numbering logic, including a custom prefix and sequential numbering.To get started, navigate to the site where you want to configure your custom invoice IDs. Keep in mind that invoice IDs are site-specific, so any numbering system you set up will only apply to invoices for that particular storage site.
Once you’ve selected the site, go to the "Advanced settings" section in the left side menu. Scroll down to the "Sequential invoice IDs" section.
First, enable this setting. Once enabled, you’ll have additional options to customize. The first option is the "Prefix," which will be added before the sequential invoice numbers. For example, the site we’re editing is called Central, so we will set the prefix to ‘C’ ‘E’ ‘N’.
Next, set the "Number of invoice digits." The default is six digits, but you can adjust this to suit your needs.
Then, set the "Next invoice number." This determines the number of the next invoice generated. For this demonstration, we’ll leave it set to one.
Finally, you’ll see a preview of what the next invoice ID will look like, based on the prefix, the number of digits, and the next invoice number. In our case, the next invoice ID will be ‘C’ ‘E’ ‘N’ ‘0’ ‘0’ ‘0’ ‘0’ ‘0’ ‘1’.
As an example, if we change the next invoice number to thirteen, the preview updates to show that the next invoice ID will be ‘C’ ‘E’ ‘N’ ‘0’ ‘0’ ‘0’ ‘0’ ‘1’ ‘3’. This gives you an idea of how the settings interact to create your custom invoice IDs.