Adding a counter
Editing a counter
Deleting a counter
In the settings of the counters, you can determine the numbering of sales invoices, payments, and payment reminders, i.e., from which number series the numbering starts. You can also establish your own number series for reference numbers. The reference number could be formed as follows: customer number + invoice number + your own reference number and check digit.
Adding a counter
- Select the Settings - Counters view
- Click the Create new counter button
- Complete the details of the new counter
- Finally, save the details of the new counter with the Save as new button.
In the Name field, give the counter a name. The name is a key piece of information, so there cannot be two counters with the same name.
In the Type field, choose whether you are creating a counter for invoice number, payment, reference number, or payment reminder.
The program suggests numbering for the counter in the Next number field. The suggested value can be edited/changed. For example, the Payment counter and Payment Reminder counter start with the default number 1000. Note! If you create a reference number based on the invoice number, you must select a number series of at least four digits.
For a reference number type counter, enter the structure of the reference number, which can be a maximum of 10 characters long. The program adds this running reference number to the end of the invoice with a check digit.
The program suggests a validity period for the counter in the Valid field. The given information affects the validity of the counter so that the invoice cannot receive a number from the series if the date is not valid. Heeros recommends clearing the Valid fields to avoid unnecessary error messages.
Editing a counter
In the settings of the counters, you can change, among other things, the next free number of existing counters.
- Click Settings - Counters
- Select the counter whose information you want to edit by double-clicking on the corresponding counter row.
- The details of the counter open in the lower part of the window, in edit mode
- Edit the necessary information and save the changes with the Save changes button.
Deleting a counter
- Click Settings - Counters
- Select the counter to be deleted by clicking on the counter row -> the selected row turns blue
- Click the Delete selected button -> the selected counter is deleted.
After making this selection, you will receive a notification of Document deletion.
- Confirm the notification with the Close button.