Invoice Number Auto-Increment Step-by-Step Process & Other configuration

1️⃣ Predefined Number Format:
✔️The invoice number follows a structured format (e.g., INV-2024-0001).
✔️Format can include prefix (INV), financial year (2024), and a unique serial number (0001, 0002, etc.).
✔️It allows to set prefix in the Accounts Module Settings
✔️Login into Borg Desk ERP
✔️Navigate to Accounts Module from right top --> Tool Icon on right top ---> Module Settings
✔️Find there to set Invoice Number Pre-fix which is part of invoice structured format. 

2️⃣ Sequential Numbering:
✔️Every new invoice automatically increments based on number of Invoices available in that Financial Year.
✔️Example: If the last invoice was INV-2024-0010, the next will be INV-2024-0011.
✔️For reference Borg Desk also displays the immediate last Invoice just on top of Current Invoice Number

3️⃣ Custom Invoice Numbering (Optional):
✔️Admins can define a custom format in the Invoice Settings.
✔️Prefixes like Region, Branch Code, or Department can be added.
✔️Example: DEL-INV-2024-0012 (For Delhi branch).

4️⃣ Financial Year Reset (Optional):
✔️The system can reset invoice numbers at the start of the financial year (April 1st).
✔️Example: INV-2023-XXXX will restart as INV-2024-0001 in the new year.

5️⃣ Branch Wise Different Series in case if Multiple Billing Branches-
✅There is a Settings to activate & De-Activate for Brach Wise Different Invoice Series.
✔️Login into Borg Desk ERP
✔️Navigate to Accounts Module from right top --> Tool Icon on right top ---> Module Settings
✔️Find there to Activate & Deactivate Branch Wise Different Series. By-Default, It's Deactiavted.

How to Check or Configure Invoice Number Settings?
✔️ Go to Accounts Module → Tool Icon on right top.
✔️ Click on Module Settings  
✔️ Find Invoice Prefix --> Only set Prefix & Auto Numbering would be applied automatically.
✔️ Customize Prefix, Starting Number, and Reset Rules (if needed).
✔️ Click on Update to save changes to apply them to all future invoices.

✅ Key Benefits of Auto-Incrementing Invoice Numbers in Borg Desk ERP:
✔️ Avoids Duplicate Invoice Numbers ✔️ Ensures Tax Compliance (GST)
✔️ Automates Record-Keeping ✔️ Improves Business Organization
✔️ Customizable to Business Needs ✔️ Supports Multi-Branch Operations

With Borg Desk ERP, you never have to worry about manual invoice numbering—it's automated, accurate, and compliant!

Admin

March 22, 2024

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