Users of the Invoice by Sollective service have the ability to adjust the automatic numbering of the invoices they create. This makes it easy to keep records of invoices consistent with your own preferred method of organization or to match invoices you've created in another software.
To access this setting, go to your Account Settings section, and then choose the "Invoices" tab.
On this page, you'll see a section like the one below:
Settings
Number Format
At the top of this section, you'll see a preview of the Invoice Number. This will update in real-time to how your format may look for your next contract.
To change the format, we provide variables in between bracket ({}
) characters that will automatically be updated when your invoice is created. For example, if you use the {MONTH}
variable, our system will automatically use the number of the current month in your invoice number.
You may also add numbers, letters, dashes, and underscore characters to this format. As an example, adding "INV-" to the beginning of the number format box will cause all your new invoices to begin with "INV-" plus the rest of the variables you set up.
You can add variables easily by clicking the buttons with the plus (+) sign below.
Summary of Variables
-
{YEAR}
: The year of the invoice's issue -
{MONTH}
: The month of the invoice's issue -
{DAY}
: The day of the invoice's issue -
{CLIENT_CODE}
: The client code, which is set automatically for companies on Sollective, or by you for contacts that you add directly to Sollective -
{SEQUENCE_NUM,n}
: The overall invoice sequence number (overall number of invoices created by you), wheren
is the number of digits to use (e.g.{NN,3}
would result in001
for the first invoice issued) -
{CLIENT_SEQUENCE_NUM,n}
: The client invoice sequence number (number of invoices created for that specific client), wheren
is the number of digits to use (e.g.{NC,3}
would result in001
for the first invoice issued to this client)
Next Invoice Counter
This setting changes which number Sollective should count upward from when using the {SEQUENCE NUMBER}
variable. This is helpful when you already have an existing series of invoices and don't want to start counting from 1 again.