How do I customize sales receipt number generation?

Updated on June 1, 2020 08:01AM by Admin

Sales Receipt numbering helps in generating the Sales Receipt numbers automatically. On enabling the toggle you can choose your own prefix and starting number.

Steps to customize 

  • Login and access the Sales Receipts app from the universal menu.
  • Click on the More(...) icon and selects the Settings.
Sales Receipts

  • In the Settings page, click on the Sales Receipts and select the Number Generation.
  • Enable the Toggle to automatically generate the number while creating Sales Receipts.
Settings

  • After enabling the toggle, you can set the Prefix as Static Text or Year of Sales Receipt Date.
  • In Static Text - You can set any Custom text As per your preferences.
Numbering

  • By selecting the Year of Sales Receipts, the current will get updated automatically.
Prefix

  • If the Prefix is selected as the Year of Sales Receipts, then you can view the Reset at the beginning of the year.
  • Enable the to toggle to Reset at the beginning of the Year.
Toggle

  • Then, you can set the Starting number for the Sales Receipt by using the Starts With.
Starts with

  • Now, go and create the Sales Receipts. You can view the Sales receipts number as per your customization.
  • If it is selected as a Static Text, you can view the number generated with the specified text and Start with a number.
Create

  • If it is selected as the Year of Sales Receipts, you can view the generated number with the year and the start with a number.
Auto generated

Related Links

Customize sales receipt