Templates & numbering
Invoice Numbering
Document numbering for offers, agreements, changes, cancellations, implementation tasks, billing runs, invoices, credit notes, payments and imports.
Document numbering rules
Mock editor fields show prefix, next number, reset rule, legal entity, preview and lock behavior.
| Document | Prefix | Next | Reset | Legal entity | Year/month format | Example | Locked |
|---|---|---|---|---|---|---|---|
| Offer numbers | OFF | 146 | Yearly | Powersoft Computer Solutions Ltd | YYYY | OFF-2026-146 | Locked after use |
| Agreement numbers | AGR | 88 | Yearly | Powersoft Computer Solutions Ltd | YYYY | AGR-2026-088 | Locked after use |
| Change request numbers | CHG | 37 | Yearly | Powersoft Computer Solutions Ltd | YYYY | CHG-2026-037 | Locked after use |
| Cancellation request numbers | CAN | 24 | Yearly | Powersoft Computer Solutions Ltd | YYYY | CAN-2026-024 | Locked after use |
| Implementation task numbers | IMP | 109 | Yearly | Powersoft Computer Solutions Ltd | YYYY | IMP-2026-109 | Editable |
| Billing run numbers | BR | 34 | Monthly | Powersoft Computer Solutions Ltd | YYYY-MM | BR-2026-05-034 | Locked after use |
| Invoice numbers | INV | 417 | Yearly | Powersoft Computer Solutions Ltd | YYYY | INV-2026-417 | Locked after use |
| Credit note numbers | CN | 82 | Yearly | Powersoft Computer Solutions Ltd | YYYY | CN-2026-082 | Locked after use |
| Payment references | PAY | 304 | Yearly | Powersoft Computer Solutions Ltd | YYYY | PAY-2026-304 | Locked after use |
| Import batch numbers | IMP-B | 19 | Monthly | Powersoft Computer Solutions Ltd | YYYY-MM | IMP-B-2026-05-019 | Locked after use |