This article lists questions that are frequently asked to our support team.
How to start a new numbering period
Question: Do you want to create a new numbering period?
Answer: As a first step, please consult this article for the configuration of your numbering period: Numbering period - Field dictionary and configuration.
If you get the error message Manual update of invoice/credit note number is not allowed when you try to change the end date, you need to go to your Administration tab and uncheck the Prevent the numbering periodicity from being modified checkbox.
If you are in a monthly or yearly numbering period: the new numbering period will be automatically created the first time an invoice is issued in this period.
How to change the periodicity of your numbering period
Question: Do you want to change the periodicity of your numbering period?
Answer: If you want to modify and change the periodicity, for example from infinite to yearly, you must uncheck the Prevent the invoice/credit note number from being modified checkbox, then make your changes.
Warning: you have to make the same change in the Numbering section of the Corporate name record.
How to lock the previous numbering period
Question: You have created a new numbering period. Should you lock the previous one?
Answer: Yes, you have to set an end date and lock the previous period (as you can still issue invoices at the end of these periods, if you do not).
Example: If you change the numbering period to end on 31/12/2020 and lock it, your new numbering period will be created automatically when a new invoice is issued.
How to use unique numbering
Answer: You can activate the unique numbering from the Numbering section in your corporate name tab by checking the box of the same name.
This ensures that your credit note reference is integrated into the numbering of your invoice reference.
An example :
| Unique Numbering | "Classic" Numbering | |
| Prefix (examples) | INV2100001 | INV2100001 / AV210001 |
| Reference of the next invoice (issued on 01/09/21) | INV2100002 | INV2100002 |
| Reference of the next credit note (issued on 09/09/21) | INV2100003 | CN210002 |
| Last invoice date (within the numbering period) | 02/09/21 | 01/09/21 |
| Last credit note date (within the numbering period) | 09/09/21 | 09/09/21 |