Number your invoices with series

How numbering works

Every invoice needs a number. A series holds a prefix, such as INV, and the next number. When you create an invoice, Skileo fills in the prefix and the next number of the series. When you save the invoice, the series moves on to the number after it.

Credit notes can have their own series. Without one, they use the invoice series.

Add a series

1. Open Settings, Invoice series.
2. Click Add new.
3. Fill in the Series name, the Series prefix (up to 16 characters) and the number to start from, in Next in series at.
4. In Available for document type, choose whether the series is for invoices or for credit notes.
5. Click Save.

Each series shows its prefix and its next number in the list.

Choose the series of an invoice

• With one invoice series, Skileo fills in its prefix and next number by itself.
• With two or more, the invoice form shows Document series. Choose a series: its prefix and next number fill in.

Under the number, the form shows the next number of the series. See Create a sales invoice.

When the series moves on

• When you save an invoice, the series moves to the number after it. This happens only when the number ends with digits and is equal to or higher than the next number of the series.
• A lower number, typed by hand, leaves the series as it is. The series never goes back.
• Drafts don’t move the series. The drafts Skileo makes for repeating invoices have no number: you give them one when you open and save them.
• A copy of an invoice takes the next number of the series.
• Invoices added from a CSV file don’t move the series.

Change or delete a series

Use the edit and delete buttons on the line of the series.

• Two series can’t have the same prefix.
• The next number must be higher than the last number already used with this prefix.
• The default series of Skileo, without a prefix, can’t be changed or deleted.

Common questions