How do I set the numbering format?

primaERP has now added an advanced feature to our BILLING Module. You can now choose whether or not you want to manually write your bill numbers or create a numbering format, which will automatically number the bills. What does this mean? We'll explain below:

How can I change this setting?

1. Click on the Settings icon, which you will find on the top right corner of the screen, and choose BILLING Settings.

2. You will now see the Basic Settings screen.

By default, this feature will be turned off, which means that you can manually create your bill numbers. On the screen below, you'll see what it will look like when you create a bill with the manual numbering:





* As you can see, you can enter any text and/or number you would like. You will have to enter it every time you create a bill.

3. If you would like to have the bill be numbered automatically, please turn the feature in the Basic Settings on. You will then see the possibility of creating a numbering format as well as deciding, what the next bill number should be.


A. Setting the numbering format:


1. Next to the numbering format, you will see the default numbering scheme used by BILLING. If you'd like to change the default format, please click on the button "Change format".

 B. Change numbering format window:

1. Here you can set any format you would like, using the various format element. Please note, the bill number must always be part of the numbering format. At first, you will see the default numbering format for BILLING.



          
= This is what the number will look like according to the format chosen. It is "live", so it will change according to the elements selected.


= These are the elements you can choose for the format. By clicking on them, the Format will change. For example, by clicking on "year of the bill", the element {year} will be added to the line. By clicking on "month of the bill", the element {month} will be added. The year and month are always the current one.

= These are examples. If you would like a numbering format with a 3 digit number, click here and you will see what the format should look like. If you want a format with a specific number of digits for each element, click on the second example.
= The value inside the {number} element represents the number of digits the element will have.

Default format example:  There is no number inside the {year} element, so the system takes the usual year format. Since there are 3 digits in the default format, the number element includes ":3".

{number:5} element example: this gives you a 5 digit number. Everytime you choose a certain number of digits, leading zeros will be added.

Basic user example:      
  You want to have your bills with this format: 133/03/2015
  
To set this format you will need: {number:3}/{month:2}/{year}

* Tips: You can also add text to your format. In addition, if you would like to continue numbering from one year to the next (and avoid having the number go back to 1), please add # before the year. Example: {#year}

2. Once you change the format, the number will start back at "1". You can always change this in the next section.

3. Please check the box that you agree to this and click "Save". The format change will be applied.


C. Editing the next bill number

1. In the basic settings screen, you will see what the next bill number will be. This means, that if you were to create a bill now, the bill would have the displayed number. If you want to change this (as you maybe changed the format), please click on "Edit":

 2. Here you can enter what the next number will be. Please note, that this is according to the numbering format chosen above.

 3. Please click "Save" to apply this change. 

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