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Configure number ranges

Work in progress

This guide is an outline — the Zynka team is completing it. The structure below shows what it will cover.

What this does​

Controls how your documents are numbered — jobs, quotes, and invoices each get a prefix and a running sequence. Acme uses JOB- for jobs, QUO- for quotes, and INV-MH- for invoices from the Maharashtra registration. Invoice numbering matters legally: sequences must be continuous for GST compliance.

Who can do this​

Company Admin.

Before you begin​

  • Decide your prefixes — short, and stable once chosen
  • If you invoice from more than one GST registration, plan one invoice series per registration (Acme's Karnataka branch uses INV-KA-)

Steps​

Screenshots pending — will be captured from the Acme Field Services demo company.

  1. TODO: Where number ranges live in settings.
  2. TODO: Creating a range — prefix, starting number, padding.
  3. TODO: Linking an invoice series to a GST registration.

Verify it worked​

  • TODO: Create a draft document of each type and confirm the numbers come out as expected.

Common mistakes​

  • TODO: Changing a prefix mid-year breaks sequence continuity — set it once.