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).

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:

1. Open the document numbering screen.
2. Find the document type (e.g., Invoice, PurchaseOrder, BillPayment).
3. Click the row to edit the Next Number.
4. Enter the new starting number.
5. 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