Invoice number
Customer number
Product number
Reference number
Payment Number
Payment reminder number
The Counters tab is used to deploy the counters created in the Registers - Counters section, to define the prefixes to be used for numbering where appropriate, to select the activation method for some of the counters and to define the document types to be used for sales invoices and payments. NOTE! The document types for sales invoices and payments must be defined before invoices and payments are created.
Invoice number
The invoice number calculator is used to define the invoice numbering logic.
Invoice Number Counter - Select a counter from the drop-down menu or create a new counter by selecting Create new invoice number counter.
Prefixes - It is possible to select a prefix for the invoice number, which is formed in front of the number generated by the counter. The options in the drop-down menu are year and month + year.
Counter activation - The sub-menu selects the way the counter is activated. Currently, the only activation mode option is manual.
Document type number - The sales invoice type number is used for the accounting transfer, so please use the same document type number as in Heeros Accounting.
Customer number
The customer number calculator is used to define the customer numbering logic. NOTE! The customer number calculator is not yet linked to the creation of customer registers, but it is nevertheless mandatory.
Customer number counter - Select a counter from the drop-down menu or create a new counter by selecting Create new customer number counter.
Prefix - It is possible to select a prefix for the customer number, which is formed in front of the number generated by the counter. It is recommended to use only numbers for the prefix, but letters are also allowed. The use of special characters should be avoided in all fields.
Product number
The product number calculator is used to define the product numbering logic. NOTE! The product number calculator is not yet linked to the creation of product registers, but it is nevertheless mandatory.
Product number counter - Select a counter from the drop-down menu or create a new counter by selecting Create new product number counter.
Prefix - It is possible to select a prefix for the customer number, which is formed in front of the number generated by the counter. It is recommended to use only numbers for the prefix, but letters are also allowed. The use of special characters should be avoided in all fields.
Reference number
The reference number counter is used to define how the payment reference of the sales invoice is generated. The payment reference is generated according to the counter and the customer number defined in the Registers - Counters section. In addition, you can select whether the reference to be generated is a standard reference number or an RF reference number.
Reference number counter - Select a counter from the drop-down menu or create a new counter by selecting Create new reference number counter. NOTE! The minimum length of the reference number calculator is three (3) digits to ensure that the reference number is at least 4 characters long (including the check digit). 4 digits is the minimum length of the reference number.
Prefixes - A customer number will appear in the drop-down menu for selection.
Create RF format reference number - The selection is the normal reference number when the button is displayed in grey and blue when RF reference number generation is activated. NOTE! When using RF references, the feature must be turned on for the reference to acknowledge the sales invoices as matched.
The total length of the digits must not exceed the length of the selected reference number format.
Finnish reference number is an integer of 4 to 20 digits. The international reference number starts with an RF prefix and is between 8 and 24 characters long. The last digit of the reference number is a check digit to detect typing errors of one character. In the case of multiple keying errors, the same checkpoint may be used and the error cannot be detected by the software. For this reason, the Federation of Finnish Finance Industries recommends that reference numbers should be as short as possible.
If special characters are used in customer numbers, they are automatically deleted when the reference number is generated. If the number of characters in the generated RIN is less than 3 characters, zeros are added in front of the RIN to ensure that it is not too short. NOTE! The use of special characters should be avoided in all fields.
Payment Number
The payment number counter is used to define how the payment number is generated.
Payment number counter - Select a counter from the drop-down menu or create a new counter by selecting Create new payment number counter.
Prefixes - It is possible to select a prefix for the payment, which is formed in front of the number generated by the counter. The options in the drop-down menu are year and month + year.
Counter activation - The sub-menu selects the way the counter is activated. Currently, the only activation mode option is manual.
Payment document type number - The payment document type is used for the accounting transfer, so please use the same document type as in Heeros Accounting.
Payment reminder number
The payment reminder counter is used to determine the numbering of the payment reminder.
Payment reminder number counter - Select a counter from the drop-down menu or create a new counter by selecting Create new payment reminder number counter.