Each time an invoice is issued, it's given a sequential number; however you may have specific formatting requirements for your invoice numbers, or you may need to have more than one independent number sequences at a time.
You can modify the default invoice number scheme or create new ones to suit your needs.
To manage Invoice Number Schemes, open Finance → Invoicing → Number Schemes from the main navigation.
Default number scheme
Each installation of CareLineLive has a default number scheme.
❗️ You cannot rename, change formatting, or delete the default number scheme; however you can change the starting number.
The default number scheme will always generate sequential numbers with no prefix or suffix.
Adding a new number scheme
When creating a custom Invoice Number Scheme, you first need to give it a name and optionally a description which can useful to help other users decide when it should be used.
Next, pick the start number. If you've migrated from another system, or wish to pick up from your existing invoice numbers then change this to be the next number in the sequence.
❗ Once an invoice has been issued using the scheme you cannot change the start number.
If you wish to add a prefix or suffix to the numbers generated from this scheme, check the Customise formatting box.
Formatting options
Prefix: text that will be added to the start of the number (e.g. INV1043)
Suffix: added to the end of the number (e.g. 1043INV)
Pad length: ensure the invoice number is always a certain number of characters (e.g. 001043)
Pad character: change which character is used to pad the number; normally 0 (e.g. AA1043, AAA123, AAAA12)
Video walkthrough