Add a numbering scheme

Owned by Oksana Vishchuk
Last updated: Jun 12, 2024
2 min read

You can add only the invoice-related numbering schemes:

  • Client invoice numbering scheme

  • Client pro forma invoice numbering scheme

  • Credit Note numbering scheme

To create a new scheme for numbering XTRF invoices, perform the following steps:

  1. Go to the Configuration menu → Templates → Numbering Schemes.

    Numbering 1.png

  2. Click the Add button on top of the Numbering Schemes table. You will be directed to the Add Numbering Schemes page.

    AddNS1.png

  3. Provide a Name for the new numbering scheme.

  4. Select the correct Type from the drop-down list.

After you select a type, the fields below will be filled with the default values.

  1. (Optional) Provide a custom Counter Name for the counters used in this scheme.

  2. In the Counter Evaluation Rule field, decide when the counter should be reset using the Available Tags for Counter Evaluation Rule below.

  3. 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.

  4. Click the Save button.

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.

  • Click the Test button to check how the entities will be numbered according to this scheme.

  • Click the Restore Defaults button to revert to this numbering scheme's default settings and values.

  • Click the Show Values button to check the actual values of the related counters.


    To change the counter’s value, click the icon and provide the desired value.
    You can edit the counter value to fill in the numbering gaps that sometimes occur after an entity is deleted from the system. Please, avoid creating entities with the same numbers, as this will disrupt the system.

  • Click the Save or Save and Exit button.

Â