Keep your document numbering under control – even while issuing documents.
Each document type (invoices, orders, offers…) must have at least one active number series. Trovi will suggest the default one automatically, but you can change it while creating the document.
How it works
📄 Select number series when creating a document
- When creating an invoice, order, or offer, you can choose the desired number series.
- The selected series will automatically generate the next available number.
- If needed, the document number can be edited manually (e.g., to skip numbers).
⚙️ Manage number series in settings
- Create new series in
Settings → Manage company → Number series.
- When creating one, you'll define:
- document type (e.g. invoice),
- reset period (yearly, monthly, daily),
- static part (e.g. client or project code),
- date format (YY, YYYY, MM…),
- dynamic number part (e.g. CCC, CCCC depending on expected volume),
- separator (dash, slash, dot or none).
✍️ All components are draggable, so you can rearrange them freely. A preview is shown before saving.
Frequently Asked
❓ Can I use multiple number series for the same document type?
Yes. You can create as many as you need. Just pick one when creating a document.
❓ Can I change the number series after creating a document?
Yes, as long as the document hasn’t been sent or finalized.
❓ What if I enter a duplicate number?
Trovi checks for duplicates automatically – you can’t reuse the same number.
💡 Tip
If you regularly work with different projects or clients, create a separate number series for each. It will help you keep your documents organized and clearly structured.
📝 This article was translated with AI. If you notice any inconsistency, feel free to let us know.