Open the Menu in the upper right corner
Holded allows you to create numbering lines for each type of document that needs this legal requirement. In addition, you have the option of activating the internal numbering in your purchases.
Create numbering lines
From Document Format , select the type of document in the sidebar
Click the Add Line button
In the popup window, use the Name field to identify the line
Under Format , set a default format.
Use [YY] or [YYYY] and the % symbol to automatically calculate the year and number .The Last No. is automatically updated with each new invoice
In Return select the numbering of corrective purchases or sales linked to this specific line
Click on Create
Remember that the format F[YY] %% % corresponds to the numbering F23-001, F23-002, while the format F[ YYYY] %% %% will become F2023-0001, F2023-0002.
Edit or delete numbering lines
Select the document type
Click on the line you want to modify
Edit the information and press Save
If you need to remove the numbering line, just click Remove in this very window
If the invoice number doesn't change automatically or if the expected number doesn't appear , you may have edited a number manually or deleted a particular invoice. In this situation:
Edit the line numbering of the type of document you are working with
In the Last No., field, enter the number before the one you want to appear on the new invoice. That is, if you want the new invoice to be created with the number 2 , enter the number 1 in Last no.
Activate internal numbering in purchases
In the purchase invoices and purchases corrective , you can activate an internal numbering to have more control exhaustive of your expenses.
Select Purchases or Corrective Purchases in the sidebar
Click the Activate internal numbering
button
Confirm the action
It is recommended to use the format C %% %% -[YY] to differentiate the internal number from the numbering from your provider.