Efficiently Manage Your Invoice Numbering System
With ABOSS, you can automate the numbering of invoices by creating custom numbering ranges. Once set up, ABOSS will automatically assign numbers to new invoices within the selected range.
Table of Contents
Setting Up Invoice Numbering
Notes on Numbering Ranges
How to Use Invoice Numbering
1. Setting Up Invoice Numbering
To create a new invoice numbering range for your agency, follow these steps. ABOSS will automatically assign numbers to all new invoices when you select this group.
Click on the "Office" icon.
Select "Invoice Numbering" from the menu.
Next, complete the following fields:
Title: Enter the name of the range in the "Title" box.
Format: Define the format of the numbering. Use [number] in your format where you want the dynamic number to appear. For example, ABOSS2016[number].
Total Digits: Choose the number of digits for the dynamic number. For example, selecting 5 digits will result in a format like ABOSS201600000.
Invoice Count: Displays the last number used. For example, if the invoice count is set to 7352, the next invoice will display as ABOSS201607353.
After filling out these fields, click on Create Group to add the numbering range to your agency environment.
When creating an invoice, you can now select the defined range (e.g., ABOSS 2016) to generate the next invoice number.
2. Notes on Numbering Ranges
You can create up to 25 different ranges for invoice numbering.
Each range will automate the numbering process, ensuring consistent and organized documentation.
3. How to Use Invoice Numbering
To use your invoice numbering range, follow these steps:
Open the invoice you want to number.
Click on the invoice number field and select the appropriate invoice numbering group from the dropdown list.
The system will automatically assign the next available number from the selected group. This ensures that your numbering stays consistent and organized.
Contract Numbering
To setup your range for contract numbering click on the "Office" icon.
Next, select "Contract Numbering"
You can add the ranges in the exact same way as with "Invoice Numbering"
Note: You can add up to 25 different ranges for invoice and contract numbering.