Automatic invoice number
Use this script to automatically assign an invoice number
Last updated
Use this script to automatically assign an invoice number
Last updated
An invoice number...
must be unique and should be sequential,
can consist of numbers and letters,
is used to uniquely identify an invoice and associate it with the corresponding incoming payment.
Check your country's specific requirements if necessary.
Below are two basic scripts. Both scripts can be used together if needed:
a table Invoices
in the Invoices table: a number field called Invoice number
The easiest way is to store an invoice number right when creating a new invoice (when creating a new record).
Add the following script in the table settings under Trigger on new record:
To make the field in which the invoice number is stored non-editable, we recommend setting the field settings of the Invoice No. field under Writable if to false
.
To assign a unique invoice number to existing records, the best way is to use a button. With one click, all missing invoice numbers will be added.
In the table settings, add a button from the layout fields.
In the button's field settings, copy the script to the On Click field.
Add the missing numbers by clicking the button.
This script first searches for the largest existing invoice number. The missing numbers are then distributed based on this.
Want to learn more about invoices? Then we recommend you download our Invoices template and browse through it a bit.
In the Invoices template you will find another script that also ensures unique assignment of invoice numbers.
Done!