| Info |
|---|
You can add only the invoice-related numbering schemes:
|
To create a new scheme for numbering XTRF invoices, perform the following steps:
Go to the
Configuration menu > → Templates > → Numbering Schemes.
Click the Add button on top of the Numbering Schemes table. You will be directed to the Add Numbering Schemes page.
Provide a Name for the new numbering scheme.
Select the correct Type from the drop-down list.
| Info |
|---|
After you select a type, the fields below will be filled with the default values. |
(Optional) Provide a custom Counter Name for the counters used in this scheme.
In the Counter Evaluation Rule field, decide when the counter should be reset using the Available Tags for Counter Evaluation Rule below.
In the Identifier Evaluation Rule, provide the actual numbering scheme using the Available Tags for Identifier Evaluation Rule listed below and custom wording.
For example, if you enter XTRF-${customerInvoice.year}/${counter.nextValue}, the invoices will be ID'ed as XTRF-2023/1, XTRF-2023/2, etc.Click the Save button.
| Info |
|---|
After you save the new numbering scheme, a few additional options become available at the bottom of the page. To check them, open the numbering scheme in edit mode.
|
