Automatic Document Numbering
Manually Changing Document Numbers
Deleting Document Numbers
Changing Document Date
New document numbers/types can be assigned to purchase invoices, as well as modify or remove previously assigned document numbers/types for invoices in the following views:
- Purchase Invoices – Approved
- Purchase Invoices – All
- Purchase Ledger – Paid
- To be transferred – Purchase Invoices
- To be transferred – Payments
Go to your selected view and select the invoices to be modified by clicking the checkbox in front of the invoice. Click the Receipt Numbering button and select an action from the pop-up window; Automatic document numbering, Manually changing document numbers or Deleting document numbers. Fill in the necessary information and finally click the Save button.
Automatic Document Numbering
Use this option if the numbering is to be changed automatically to what the system suggests. When you save the information you entered, you will return to the view where you made your selection of billable invoices, and the information will have automatically changed for the selected invoices.
Document Type
Select the document type to be used for document numbering from the field's drop-down menu. The document type must be created in the Settings – Document Types view.
Numbering
Select whether the document should be automatically numbered according to the invoice date or the document date.
New receipt date
If necessary, you can also provide a new receipt date for the invoice by clicking the Calendar button and selecting a new receipt date for the invoice.
Manually Changing Document Numbers
Use this option if you want to assign the document numbering yourself. If you select multiple invoices to change the document number/type, all the invoices to be changed will be listed below in the document numbering view. When you save the information you have provided, you will return to the view where you made your selection of invoices to change, and the information you provided will have been updated for the selected invoices.
Document Type
Select the document type to be used for the invoice in the field. The document type must be created in the Settings – Document Types view.
Note Number
Enter the note number to be used for the invoice.
Document Date
If necessary, you can provide a new document date for the invoice by clicking the Calendar button and selecting a new document date for the invoice.
Removing Document Numbers
Use this option if you want to remove the document type/number from the selected invoices.
- Select the receipt(s) from which the receipt number should be removed
- Click the Receipt Numbering button
- Select Delete document numbers and save the selection
using the Save button.
After saving, you will return to the view where you selected the invoices to be changed.
The modified invoices will appear at the top of the view, without receipt type and number.
Changing the Document Date
Use this option when you want to change only the receipt date of the invoice.
Select a new receipt date for the invoice in the New Receipt Date field and save the selection by clicking the Save button.