Configure how new receivable invoice numbers are generated: a template with placeholders, a live preview, and per-prefix sequence counters. Saving the template can renumber open drafts to match the new pattern; issued invoices keep their numbers.
Related: Accounts receivable.
1. Open Invoice numbers
- Go to Settings → Receivables.
- At the top of the tab, open Invoice numbers.
- You need permission to create or edit receivables to save changes.
2. Template placeholders and preview
Build a template from clickable placeholders:
| Placeholder | Inserts |
|---|---|
{YYYY} | Four-digit year |
{YYYYMM} | Year + month |
{CUSTOMER_NUMBER} | Customer number from master |
{SEQUENCE} | Next sequence for the resolved prefix |
Example template: RE-{YYYYMM}-{SEQUENCE} → preview might show RE-202609-00042.
Edit the template string or insert chips; the Example preview updates immediately.
3. Save and draft renumbering
When you Save:
- Cortena stores the template and continues sequence counters per resolved prefix (the static part of the pattern).
- Open drafts may be renumbered to align with the new template (confirm in the save dialog when shown).
- Issued or paid invoices keep their existing numbers.
New receivables (manual compose, subscription bill, forward from payable) pick up the current template on creation.
Tips and limitations
- Sequences do not reuse numbers from deleted drafts in a way that breaks audit. Follow on-screen messaging when renumbering.
{CUSTOMER_NUMBER}requires a customer number on the receivable customer.- Multi-entity: configure per tenant; child entities do not inherit numbering templates from the parent automatically.
Quick reference
| Task | Where |
|---|---|
| Edit template | Settings → Receivables → Invoice numbers |
| Preview | Same panel → Example preview |
| Apply to drafts | Save template (renumber drafts when prompted) |
| Issued numbers | Unchanged after issue |