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Series
This article teaches how to manage a Series which are used to number and group invoices.
Make sure you have:
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the Finance addon enabled (please contact [email protected] if you would like more information on enabling this addon)
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the correct administrator permissions (“accounting-edit”)
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knowledge of any existing systems used for ordering the institution’s invoices so that it might be (closely) replicated
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Log in as an Administrator with the permission “accounting-edit” (included with the Role “Accountant” in addition to “Superuser”).
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From the Main menu, go to Finance > Series.
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To create new invoice series number:
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Click “+ Add a new series”.
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Enter a name for later reference; it will not visible to applicants.
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(Optional) You can tick the box under “Blocking invoice” to block every applicants, who have the unpaid (Is not marked as a collected) invoice with this serial number. Applicant can by unblocked only by fully collecting the invoice or deleting invoice.
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Drag and drop placeholders between the “Drag the placeholders here:” and “Unused placeholders:” to create a desired Series.
- Some placeholders are blank, so additional text or numbers can be entered into the Series.
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Once you are satisfied with the format, click on “Save changes”.
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To edit or delete existing invoice series numbers:
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Locate the target Series and click on the wrench icon next to it.
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Choose “Edit” or “Delete”.
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The invoice Series feature allows for the configuration of how invoice numbers are generated. If there is a requirement to number different types of invoices differently, the Series feature will allow for different configurations to be used for different types of invoices.
How to send a manual invoice to the applicant
How to create an invoice template
