Set your own format for invoice, purchase order and purchase receive numbers, so they match how your business already numbers its paperwork.

Before you start

Change a series before you start issuing documents from it if you can. Changing the starting number later does not renumber documents you have already sent out.

Set up a number series

  1. Go to Settings → Number Series.
  2. Press New Series.
  3. Choose the document type, Invoice, Purchase Order, or Purchase Receive.
  4. Type a Prefix if you want one, for example "INV". This is optional.
  5. Type the Starting Number. The digits you type set both where counting starts and how many digits are shown, "000001" counts from 1 and always shows 6 digits.
  6. Type a Suffix if you want one, for example "/25-26" for a financial year.
  7. Press Save.

Happy Pet shows you a preview of the next number as you type, so you can check it looks right before saving.

Checking what number comes next

The Number Series list shows the next number for each document type. This is the number Happy Pet will actually use, not an estimate.

Changing a series later

Open the series and press the pencil icon to edit it. Documents already issued keep their old numbers, only new ones use the updated format.

Seeing what changed

Press the clock icon on a series to see its activity log, who changed it and when.