Project invoice numbering

You set the numbering of the project invoices so that Profit can determine the invoice numbers automatically.

A counter prevents the same number being used twice. When determining the invoice number, the invoice table in Profit Financial is checked to see if the number that would be assigned on the basis of the counter, is already in use. If this is the case, then the next free number according to the counter is assigned.

Note:

Profit can generate invoice numbers in various places: during the entry in Profit Financieel and during the invoicing in Profit Order management, Profit Projecten and Profit Subscriptions. Profit determines the invoice numbers automatically in all these places using the field with the last used invoice number in the financial journal which you have configured for invoice integration in the environment settings. In Profit, invoice numbers must be unique: an invoice number may occur only once. Furthermore, the sales invoice and the purchase invoice numbers must not overlap. A few tips on how to avoid numbering problems:

If possible, use the same integration journal for the integration of sales invoices from Profit Logistics, Profit Projects and Profit Subscriptions.
If you do use different journals, ensure that the number series for these journals do not overlap each other.
Also check that the numbering of the journals in which you enter invoices manually in Profit Financieel (purchase entries and sales entries) cannot overlap with the numbers that Profit automatically issues in Profit Logistics, Profit Projects and Profit Subscriptions.

To set the numbering for project invoices:

Go to:General / Configuration / Numbering settings / Counters.
Click on: New.
Select Verkoopfactuur in Counter set.
Enter a description for the counter.
Enter the total number of positions that must be used for the range in Total length.
The maximum length for the range is 12 positions. This includes the leader.
Enter a leader in Leading (tags) if you want a ‘year tag’, for instance.
The leader always remains the same. Profit automatically increments the rest of the number.
In Start value, enter the first number of the number range you want to use.
Check the sample start value of the range. You will see it immediately in the current window alongside Start value.
Only enter the End value if you want the range to stop when this end value is reached.
Enter the Range start date and the Range end date, so that the range only begins on the start date and ends on the end date. The period between the counter’s start and end dates must be 365 or 366 days.
Select the Automatically add new range after end date check box.
You must select this check box, so that Profit can automatically add new ranges each year.
Click on: Finish.