Document Numbering
Document Numbering
Seamless migration from your previous system starts here. Document Numbering lets you set the starting counter for every document type in CifraHQ — Invoices, Purchase Orders, bills, payments, and more — so your records pick up right where they left off instead of starting over from 1.
Where to find it
Go to Master Data > Document Numbering (or Setup > Document Numbering depending on your menu configuration).
Document Numbering, the per-document-type sequences and prefix configuration.
How it works
Each document type has a Next Number counter. When CifraHQ creates a new document, it uses the current Next Number and immediately increments it by one, guaranteeing no two documents share the same code.
To view or change the next number:
- Open the document numbering screen.
- Find the document type (e.g.,
Invoice,PurchaseOrder,BillPayment). - Click the row to edit the Next Number.
- Enter the new starting number.
- Save.
When to use this
- Initial Setup: Continue your sequence from a previous Accounting system. If your last invoice was INV-1500, set Next Number to 1501 — your Customers and auditors see an unbroken history.
- New fiscal year: Some businesses reset numbering annually (e.g., restart Invoices at 1). Adjust the counter at the turn of your fiscal year.
Tips
- Document type labels are system-defined and cannot be renamed.
- If you leave the defaults as-is, CifraHQ increments from 1 — perfectly fine for a brand-new business.
Related: Invoices · Vendor Bills · Purchase Orders · Sales Orders
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