In this article, you will learn how to set up an invoice numbering configuration.
Fast Lane
- Communicate system change to your tax advisor or fiscal authority.
- Close the old circle of invoice numbers.
- Set up a new invoice numbering system in Magicline.
- Add the last number of your old sequence as a prefix if needed.
Automatic generation of invoice numbers
Magicline automatically generates invoice numbers for the invoices you send to your members. This ensures consistency and avoids duplication of invoice numbers. However, this means you cannot individually assign invoice numbers.
Communicating system changes to authorities
To handle the transition smoothly, you should inform your tax advisor or the relevant fiscal authority about the change of your software. Make sure to close the old circle of invoice numbers before starting with the new system in Magicline.
Setting up prefix and yearly change for invoice numbers
In Magicline, you can configure the prefix and the annual change for your invoice numbers. This allows you to maintain a structured numbering system that aligns with your previous sequence. If you have the last number from your old system, you can include it as a prefix to maintain continuity.
- Go to Settings / Invoicing / Invoice numbering.
- Click on Create invoice numbering.
- Fill in Name and Prefix.
- Checkmark the Annually box if you want to have a numbering circle that is closed yearly.