Adding a counter
Editing a counter
Deleting a counter
Exporting counters to Excel
The counter settings define the numbering of sales invoices, payments, payment reminders, reference numbers, customers and products, i.e. the numbering sequence to start from. The configuration of all counters is mandatory. The user can also create counters via the Settings - General settings - Counters tab.
This section contains information on how to add a counter, how to edit it and how to delete a counter if necessary.
Adding a counter
- Select Registers - Counters view
- Click on the New Counter button (+)
- Fill in the details of the new counter. The information marked with an asterisk (*) is mandatory.
- Finally, click on the Save button to save the new counter data.
Name - In the Name field, enter a name for the counter. The name is a key entry, so there cannot be two counter names with the same name.
Type - Select whether the counter is to be created for an invoice number, a payment, a reference number, a product, a customer or a reminder.
Next number - Select the number from which the numbering starts. For the creation of new customers, products and payment reminders, sequential numbering is not yet available. NOTE! The minimum length of the reference number calculator is three (3) digits to ensure that the reference number will be at least 4 characters long (with check digit) if the customer number is not added to the reference number. 4 digits is the minimum length of the reference number.
Start date/End date - Specifies the validity period of the counter. NOTE! This feature is not yet available.
Editing a counter
In the counter settings, f. ex. the next free number of existing counters can be changed.
- Select Registers - Counters
- Select the counter whose data you wish to edit by double-clicking on the relevant counter line.
- The counter data window opens, in edit mode
- Edit the necessary data and save the changes by clicking on the Save button.
Deactivating a counter
An account can be deactivated by selecting the desired account and pressing the Deactivate button.
If the user wants to see or use the counter again, this can be done by selecting the filter and selecting the Deactivated, then selecting the deactivated counter and reactivating it by using the Activate button.
Exporting counters to Excel
Counters can be downloaded to your workstation in csv or xlsx format.
- If necessary, use the column filters to limit the counters you want to see. Please note that all columns in the view will appear in the file, so please make the necessary selections in the column selections.
- Right-click to open a drop-down menu, from which you can select Export - CSV Export or Excel Export.
- The file will be transferred to the Downloads folder of your browser and computer, where you can open it.