As a store owner, you can decide how your invoices and other documents will be numbered. Typically, the two legal requirements you should meet are:
- Each invoice number must be unique.
- Invoices need to be numbered in order with consecutive numbers.
However, the number of digits, the addition of the year or month, or the inclusion of the online store order number is entirely up to you.
Some businesses number their invoices by year or month, as it allows them to sort the documents easily. Others use simple consecutive numbering instead.
Using the order number in the invoice number helps store owners match the invoices with orders easily.
With Sufio, you can customize the invoice numbering according to your personal preference:
- In your Sufio admin, open the Settings → Document settings page.
- Navigate to the Invoices → Numbering section and select one of the options below.
- Click on the Update settings button at the top of the page to apply the changes.
Using this setting, Sufio creates invoices from online store orders with the same numbers as the orders.
Please note that you cannot change the order numbering in Shopify. The orders in Shopify are always numbered sequentially and start at 1001. You can only add a prefix or suffix to the order ID.
Note
Invoices created manually in Sufio use a custom sequential numbering. You can customize it using the steps below.
Using this setting, Sufio creates invoices from online store orders as well as invoices created manually in the app using the same numbering sequence.
The default format is #####
—a five-digit sequential number.
You can type your own format in the Numbering format field. Click the Properties dropdown to insert one of the following parameters. You can also type the parameters or additional characters manually.
The next invoice numbers are conveniently displayed under the Number format input field. You can also click the Set next invoice number button and type the starting number for your new sequence.
####
: Sequential number, where each#
represents a digit. If your numbering includes dates, the sequence resets at the start of each period.%%%%
: Sequential number, where each%
represents a digit. This sequence does not reset.DD
: The issue day of the document.MM
: The issue month of the document.YY
: The issue year of the document—the last two digits.YYYY
: The issue year of the document.OOOO
: The Shopify order number.
Caution
The changes apply only for the newly created invoices. Invoices created previously retain their original invoice number.
Not satisfied with the options above? Perhaps you would like to set up unique numbering sequences based on order properties or for different groups of customers.
In such cases, contact our Support team. They will be happy to assist and set up a custom workflow for you.
Professional invoices for Shopify stores
Let Sufio automatically create and send beautiful invoices for every order in your store.
Install Sufio - Automatic Invoices from the Shopify App Store