Keep your documents in order with automatic numbering according to your own rules.
Number series are especially useful for larger or more demanding companies that need to separate invoices, orders, or offers by projects, clients, or internal categories. Each new company in Trovi comes with one recommended default number series for every document type, but you can fully customize these to suit your needs.
✅ Ability to create your own number format (e.g. FA-2025-001)
✅ Separate documents by projects, clients, or teams
✅ Automatic numbering with reset by year, month, or day
✅ Every document type (invoice, order, offer) must have at least one number series
✅ Unlimited number of series for each document type
✅ You can choose a default number series that will be prefilled when creating a new document
✅ While creating a new series, you set:
- Document type
- Reset period (e.g. monthly, yearly)
- Static prefix (e.g. client or project code)
- Date format
- Dynamic numeric part (according to expected document volume)
✅ Elements of the number series can be rearranged via drag-and-drop
✅ Choose your delimiter – dash, slash, dot, or none
✅ Preview the result format before saving the series
✅ Full management under:
Manage company → Number series
✅ Full control – add, edit, delete, or change the default series anytime
📝 This article was translated with AI. If you notice any inconsistency, feel free to let us know.