Creation of a Numerator
Numerators are important to number each document issued after a payment. To create a document numerator click on Settings - Document Numerators - Add Numerator
Every type of document has to be linked with a numerator. The same numeration can apply to various document types or it is possible to create a numerator for each document template. To link a numerator with a document template, please click here.
Each numerator requires:
- Name of the Numerator (e.g. Invoice, Receipt);
- Format of the Numerator: it can include "Number" and "Sequence". These values will be replaced by the corresponding number of the numeration and the name of the sequence (for example the year the document was issued); Example of format: doc.1/2020
- type "doc."
- add the Number tag
- type "/"
- add the Sequence tag
- Sequence name of the numerator: e.g.: 2020 (year).
Don't forget to Save Changes!
How to Edit a Numerator
To edit an existing numerator click on Edit
- name of the numerator
- format of the numerator
don't forget to click on Save Changes.