Help understanding generated numbers and reoccurring invoices

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1

Hello,

I’m trying to set up my invoice generated numbers to be year-counter(2024-0001) and increment each time an invoice is generated. In the generated numbers setting section I currently have {$year}-{$counter} in the reoccurring prefix box but when I look at my reoccurring invoice it had (001). I tried to put in the same variable as in the settings but that’s all it shows on the invoice preview. It doesn’t convert the variable to the year-counter format I’m expecting.

All I’m wanting is all invoices and reoccurring invoices to use this format and reset every year. I also have the quotes and po’s using the same format.

Right now when I make a new reoccurring invoice I manually change the invoice number but I just want to use the variables so as I set up new invoices I don’t have to manually change the invoice number.

Thank you for helping me understand this. Maybe I’m overthinking it.

2

Here is my generated numbers settings.

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3

Hi,

I believe you want to enter that value as the pattern on the invoices and recurring invoices tabs and clear the prefix value.

4

So I did that and my invoice went out last night with the variables as the invoice number. It didn’t translate the variables.

My invoice number was {$year}-{$counter}. Is that the correct format? Thank you

5

That looks correct, can you share screenshots of your settings?