Invoice numbering settings

To create an invoice number, go to [Settings] > [Invoicing] > [Number Templates]. Click on [+] to create a new number template.

 

Fill in the fields and click [Create Template] to create the new numbering.

At the bottom, you have an example of what your numbering will look like.

1. The Prefix and Suffix are fixed in the invoice number.
   
2. The field Next Auto Number is the current invoice number. If you are starting new numbering, set this to 1.
   
3. The field Max Number limits the maximum number your invoice numbering can reach. If you set this to, for example, 100, then your maximum invoice number will be 100.
   
4. The field # Auto Number Digits determines how many digits your numbering may contain. If you set this to 3, your automatic numbering will be composed of 3 digits, for example, 001.
   

You can read how to set the invoice numbering as default in the article: Invoice presets

• Related Articles

• Invoice presets

  Updating the configuration of the presets affects all colleagues in the practice. Presets automate and expedite the creation of invoices. Go to [Settings] > [Invoicing] > [Presets] and click [+]. (Create a new billing preset) Give the preset a title. ...

• Create an invoice

  Crossuite provides some standard templates for invoice creation. It is also possible to create your own templates. You can create an invoice via calendar view or via a patient record. To create an invoice via the calendar view, click on the relevant ...

• Create / edit an invoice template

  Navigate to settings Go to settings, navigate to [Finance], then to [Invoicing], and finally click on [Document templates] to adjust the template. Modify an invoice template You can modify an existing template with the [] button next to the invoice ...

• Modify email when sending invoice

  If you want to send the invoice by email and select a different email template or add something extra to the accompanying email to the patient, use the 'Preview email' function. Within the invoicing panel, click the arrow at the bottom right and then ...

• Upcoming appointment date on your invoice or communication

  Add next appointment merge tag to your invoice You can read how to modify an invoice template in the article: Create / edit an invoice template When modifying the invoice template, you'll find the merge tag [Date of next appointment] under the ...