Invoice Numbering and Prefixes

Invoice numbering sequences can be customised to meet your business and legal requirements.

Upmind’s billing system lets you set invoice prefixes and numbers for easy tracking. As an administrator, you can also separate numbers for free invoices and hide zero-amount invoices from clients in the Miscellaneous section.

How to set invoice number and prefixes

1. Go to Settings > Order Options.
2. Find the Invoice Number section.

3. Enter your preferred prefix (e.g., INV) and starting number.

Invoice numbers must be incremental, but prefixes can be changed as needed.

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Resetting yearly invoice numbering

You can reset yearly invoice numbering by starting the invoice number with the year.

• The prefix would remain INV.
• The invoice number would start 250000001 for 2025.
• The following year would start 260000001 for 2026.

Separate number sequences

You can separate number sequences for free invoices (0 value invoices), proforma invoices, and credit notes, keeping paid invoices strictly incremental.

How to separate invoice number for zero-amount invoices

1. Go to Settings > Order Options > Miscellaneous.
2. Tick Separate number sequence for free invoice and click Save.

3. Set the prefix and number for free invoices.

How to hide zero-amount invoices from clients

In Order Options > Miscellaneous, tick Hide 0 invoice for clients to prevent clients from seeing zero-value invoices and click Save.

Enforcing consecutive numbers

With tens of thousands of daily invoices, enforcing strict consecutive numbering creates overhead by processing invoices one at a time to ensure 100% sequence accuracy. This option impacts performance.

You can enable Strict consecutive number sequence for compliance.