Manage numerical series

Sengerio allows you to manage independent numerical series for quotations, bookings, invoices, and credit notes.

For this example, the guide uses an invoice. However, all the series works in the same way.

Click on the Calculator icon in the main menu and select Invoices.

To manage the numerical series of an invoice, you must insert the series during the creation of the invoice.

To begin creating a new invoice, click on the + button to create a new invoice.

Access the drop-down menu list of Serie and click the pencil icon at the bottom.

In the window, click the + to create a new series, or click on an existing row to modify it, keeping in mind that only a few fields can be modified after you have saved the series.

To create more than one numerical series for the same period, you have to define a Prefix and/or Suffix, specific for that series.

By default, the filter on the Lock field is active so that the locked series are not shown.

Two years after the referenced period, the series is automatically blocked, or you can lock them automatically at any time.

When you use a Series, Sengerio suggests that you the first number to use (the one specified in the field Next No.).

The next time you use the same series, the next number in the sequence will be suggested, and so on.

During the creation of the invoice, you can also modify the number manually, if necessary.
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Sengerio SUPPORT | 2021