Defining an invoice number

You can generate invoice numbers according to the customer’s desired numbering scheme.

Procedure

1. Go to Supporting data > Invoice numbering.

2. In the action panel, click Add.

3. Fill the mandatory fields in the data panel.

For a description of these fields, see Invoice number fields. For the rules that should be used to define a Mask, see Mask rules.

4. Enter the invoice definition's Name and click Save to save the invoice number definition.

5. In the action panel, click Link property sets to link the invoice number definition to a property set.

6. Click OK.

When you generate an invoice, Planon ProCenter will automatically assign an invoice number identical to your number definition.