Document settings

Set invoice numbering, terms and footer text

Keep the sales document sequence and defaults consistent.

1 min readUpdated
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Step by step

  1. Open Settings → Invoices.
  2. Set Document prefix and review Starting number and Next document number.
  3. Choose default payment terms, currency and tax as appropriate.
  4. Set due-date defaults, Invoice footer, Notes and Payment instructions.
  5. Choose Save changes.

Good to know

The sales family shares one sequence. Starting number is a floor: lower values are ignored so numbering never moves backwards.

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