Basic Settings
Counters
Set up and manage document counter series for automatic numbering
Counters define the numbering sequences used for documents, invoices, orders, and other record types (e.g., INV-2026-000001).
Counter Series
Navigate to Settings → Counters to see all configured counter series.
Each counter has:
| Field | Description |
|---|---|
| Name | Human-readable label (e.g., "Invoices 2026") |
| Type | The record type this counter applies to: Document, Invoice, Credit Note, Order, External Order, Business Case, or Request |
| Prefix | Text prepended before the year (max 5 characters, e.g., INV) |
| Year Format | How the year is printed — Long (e.g., 2026) or Short (e.g., 26) |
| Delimiter | Character between prefix/year and the sequence number |
| Current Value | The current sequence number (next document gets this value + 1) |
| Digits Count | Minimum digit width for zero-padding (e.g., 6 produces 000001) |
| Default Counter | Whether this is the default counter for its type |
| Document Types | Which document types use this counter (only for Document-type counters set as default) |
| Enabled | Whether this counter is currently in use |
Creating a Counter
- Click + Create.
- Fill in the fields above.
- Click Save.
The counter is immediately available for selection when creating records of the specified type.
Editing a Counter
- Click the counter name.
- Update the fields.
- Click Save.
Warning: Changing the prefix or current value of an active counter may create gaps or duplicates in your numbering sequence. Only edit active counters if you are certain of the impact.
Deactivating a Counter
Toggle Enabled to off and click Save. The counter will no longer appear in selection menus for new records.