Invoice numbers are automatically generated at the moment you send an invoice (both via email and when printing as PDF).
Note: if an invoice is still in draft, you will see “no number yet” displayed. The invoice number will only appear once the invoice has been sent or printed. This ensures that invoice numbers are always sequential.
Setting invoice numbering
You can configure invoice numbering as you like for each company profile. This allows you to continue with the invoice number you were using in Simplicate.
Go to Settings > Account > Company profile and open the company profile for which you want to set the numbering. Then go to the Invoice tab.
The numbering is configured by:
Setting a fixed Prefix
A fixed prefix is a custom text or combination of numbers and letters placed before the invoice number.
Setting a Prefix
A prefix is a standard sequence consisting of one or more letters and/or numbers placed before the actual numeric sequence of the invoice. If you choose the prefix to be a year, the prefix will update with the year when a new year begins.
Specifying the number of digits
This determines how many digits the invoice number will have, excluding any digits that are part of the prefix.
Setting the next invoice number
You can see the next invoice number according to the above settings. You can edit this number so that, for example, it aligns with an existing numbering sequence you’ve been using outside Simplicate.
Continuing where you left off
In “Next invoice number” you can set the number for the next invoice you want to send. The next invoice you send from Simplicate will automatically receive this number.
How does Simplicate handle continuing invoice numbers at year-end?
This depends on your choice of fixed prefix for the invoice number:
If you choose None for Prefix, the counter will not reset in the new year.
If you choose YYYY or YYYY- for Prefix, the counter will reset in the new year.
Examples
With F40506, the next number in the new year will be F40507.
With F2021-0506, the next number in the new year will be F2022-0001.
Integration with Exact Online
Note: invoice numbers in Exact must consist of numbers only. If your number sequence includes letters or other symbols, Exact will not adopt these numbers as invoice numbers, but will instead use the next available transaction number from Exact Online itself. This will result in a difference between invoice numbering in Simplicate and in Exact Online.