You can set up your own document numbering system for the different document types in booqable. Each different document type can have its own numbering system.

The numbers of documents increment automatically from the last document created

You can add optional prefixes to your document numbers, including dynamic values like the year or order number.

Setting an optional Prefix to your document numbering:

  1. Go to Settings

  2. Click on Documents on the left-hand menu

  3. Click on the Customize Templates button in the document templates section

4. Once you are in the customize templates section, you will see an Add Prefix section for your document numbering for each document tab. If you have already added a prefix, you will see an example prefix.

Next to the existing prefix, you have set up, if you have one set up, there is a drop-down where you can select dynamic variables to add to your invoice number prefix. These options are:

  • The Date (year and/or month)

  • Customer number

  • Order number

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When you select one of these, the list will close and the dynamic variable will show in the prefix line. You can definitely add more than one variable! You can reopen the dropdown and select another variable if you so wish!

Number Sequencing

Different businesses like to order their documents in different ways. You can set up number sequencing for you business by:

  1. Go to Settings

  2. Click on Documents on the left-hand menu

  3. Click on Document Numbering on the left hand menu
    this will be the second setting option on the page, this step is optional

Booqable offers multiple options to sequence your documents:

Global level
The default type of document numbering (and the simplest) is global level.

Your first invoice starts at #1 (or any number you want) and the number increments by one each time a new document is made, i.e. the next document would be #2, then #3, and so on.

Prefix level
Numbering on prefix level increments numbers based on the prefix at the start of the document number. This way you can start a new sequence for each customer, month, year, or order.

Starting number of the document

To change the starting number of a document:

  1. Click the pencil icon after the document number.

  2. Change the number

And Booqable will pick up the next numbers from there.

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