Pre-fill order numbers, despatch advice numbers and invoice numbers so you don't have to enter them every time.

  1. Navigate to your organisation (click on the building icon or organisation name in the top right of the menu, or hover over organisations > owned organisations and click on the name of your organisation).
  2. On the left, click organisation settings > forms sequences
  3. Under the form type(s) you send, enter a prefix if required, and the next number you would like pre-filled.
    • A prefix could be 'INV-', for example, and the next number could be 10002. That means the next invoice you create will be pre-filled with INV-10002 and the one after that will be INV-10003.