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Document Options: numbering, series and defaults
Document Options controls how each document type is numbered and a few defaults for it — for sale invoices, challans, quotations, proformas, orders, job work, purchase invoices, credit and debit notes, export invoices, payments, expenses, letters and more.
Where to find it: Settings → Document Options
Change the numbering
- Click a document type (for example Sale Invoice) to open it.
- In the series table, set the Prefix (for example INV-) and an optional Postfix. For sale invoices each series also has a Name and a Title (for example TAX INVOICE), and you can switch a series on or off with Status.
- Click Save.
The number itself runs on automatically: each new document takes the next free number in its series.
Month and year in the number
Prefixes and postfixes can include these tags, which are replaced by the document date:
{{mm}} |
Month as two digits, for example 06 |
{{mmm}} |
Short month name, for example Jun |
{{yy}} |
Two-digit year, for example 26 |
{{yyyy}} |
Four-digit year, for example 2026 |
For example, the prefix INV/{{yy}}- gives numbers like INV/26-0001.
Other options per document
- Status column: show a status on the document, with your own label and list of statuses.
- Completion date (for documents such as job work and service requests): show it, rename it and set a default number of days.
- Disable TAX or Disable price on documents that don’t need them, such as some delivery challans.
- Default product note, Default sort by for the list (invoice number, company name, invoice date or create date) and, where offered, a Default customer.
Tip: Starting a new financial year? A year tag in the prefix keeps each year’s numbers apart. You can also type a number by hand on any invoice — a number that is already used is refused.