Invoice Schemes Settings

Defines how sale invoice numbers are generated — prefix, numbering type, starting number and digit count — with one scheme set as the business default.

Invoice Schemes control invoice number formatting. Each scheme has a Name, a Prefix (optionally combined with the current year for year-based schemes), a Number Type (sequential or random), a Starting Number and a Total Digits (zero-padding width), plus a running invoice count. It requires the invoice_settings.access permission.

Exactly one scheme is marked Default at a time; setting a new default automatically un-defaults the previous one, and the default scheme cannot be deleted. Schemes are assigned to business locations to control that location's invoice numbering. This screen also hosts the Invoice Layouts tab described separately.

Step-by-step Workflow

1. Open Invoice SchemesGo to Settings > Invoice Schemes.
2. Add a schemeSet a name, prefix, number type, starting number and digit count.
3. Set as defaultMark the scheme as default if it should apply business-wide.
4. Assign to a locationAttach the scheme to one or more business locations.
5. Edit or deleteUpdate an existing scheme, or delete a non-default one no longer needed.