How to set up invoice numbering

There are 2 ways to set up the numbering of your invoices:

1. Manual numbering
2. Automatic numbering

Note: if the automatic numbering is active, it will only be valid for a determined period of time. By default, the numbering will be valid through the 31st of December of the year your Banqup account was created.

At the beginning of the year, an error may occur when creating a sales invoice: "The current numbering sequence has expired".
→ Click here to read how to fix this

Manual numbering

No setup is needed, you simply add the invoice number manually as you create the invoice.

Automatic numbering

• Go to your Settings.
  
  
• Outbound.
  
• Create online > Autonumbering.
  
  
  1. Enable Autonumbering.
     
     
  2. Set up:
     • The numbering sequence name.
     • The type of document it should be applied to (invoice or credit note).
     • The start and end dates - relevant if you use a new numbering sequence every year. This will prevent the autonumbering to go on after the end date.
     • The next value. When adding a new numbering format, type what the first value will be. The autonumbering will pick it up from there.
       Example: Your sequence name is 2022, the next value can be 2022-001. The autonumbering will use 2022-001 on your first invoice, then 2022-002, 2022-003, etc. 
       
       
  3. Add a row to create a new numbering sequence.
     
     
  4. Choose which numbering sequence to use by default.
     You'll still be able to change which sequence to use for an invoice during its creation.

Important: when autonumbering is enabled, the order in which sales invoices are sent to customers determines the numbering order of these invoices. The creation date of the draft invoice only influences the numbering when sending multiple invoices at once.