Invoice and Quote Groups
How do groups work?
How do I create a group?
What variables can be used in the format field?
How do groups work?
Invoice and Quote groups allow you to set separate numbering systems for different types of quotes and
invoices. It is possible to have a single invoice group and a single quote group (which is the default
setting), or have many groups with many different numbering systems, depending on your needs.
For example, you might need your invoice numbers to start over each year, or you might have two different
companies that both use the same FusionInvoice installation and need a way to differentiate quotes and
invoices.
How do I create a group?
You can find the groups settings in the system settings menu at the top-right of your FusionInvoice
installation, under the "groups" heading.
To create a group, click the "New" button near the top-right of the page.
The following fields will appear:
- Name - The name of your invoice or quote group.
- Format - The format of your invoice or quote numbers.
- Next Number - The next number that should appear on your invoice or quote.
- Left Pad - The number of zeros that should be placed before your invoice or quote number.
- Reset Number - How often your numbers shoud reset
What variables can be used in the format field?
- {NUMBER} - The number of the invoice or quote, starting with the number in the "next number"
field.
- {YEAR} - The year the invoice or quote was created. i.e. - "2019".
- {MONTH} - The number of month the invoice or quote was created. For example, if the invoice was
created in November, it would display "11".
- {MONTHSHORTNAME} - The 3-letter abbreviation of the month the invoice or quote was created. For
example, if an invoice was created in March, it would display "MAR".
- {WEEK} - The week number of the year the invoice or quote was created.
Note: You are free to use any text before, after, or in between variables.
