Adjusting the document number for a new calendar or fiscal year

The transition to a new calendar year often marks the beginning of a new fiscal year for many businesses. It is common practice to include the year in the invoice numbering and to reset the numbering to “document 1” at the start of the (fiscal) year.

How do I adjust my document number?

1. Automatically:

   When creating the first document in the new year, the use of a year in your invoice numbering is automatically detected. The pop-up “Document number contains year” offers three options (see also the appendix “Document number contains year window”)

   • Button “Adjust to ”: The document number will be updated to a new number with the current year, based on the settings under “Preferences” > “Invoice starting number”.
   • Button “Not yet”: If you don’t want to adjust the document number yet and would like to issue a few more invoices for the previous fiscal year first.
   • Button “Don’t ask again”: Use this option if your fiscal year does not correspond with the calendar year, to stop receiving the pop-up.

2. Change via settings:

   You can adjust the starting number by clicking on your name in the top right corner and navigating to “Preferences” to change the starting number there. When creating a new invoice, you will be asked whether you want to use the adjusted number. (see also the appendix “Document number window”)

3. Manually:

   The document number can also be adjusted manually when creating a new invoice. Simply change the number in the “Number” field, and the system will accept this change immediately.

⚠️ Important

Our system tries to determine the “most recent invoice number” based on the last created invoice. Make sure the new number contains at least as many characters as the old number to avoid issues. If you experience any problems, please contact us.