Define your invoice statements by default

This setting is only available to users with administrator rights.

When setting up your Jarvis space, you will need to define your invoices by default, and choose whether it will be resinitiated at the beginning of each year.

*Important*: It is important to be vigilant about the reference of invoices: once the invoice is validated, its reference is not modifiable.

Appointments to yourparameters, in the menuReferencesthen click onReference of invoices.

Two options are available to you: use therecommended formator thecustomised format.

1. 1. Use a recommended format

As a result, the reference will be a self-generated number from 1. By clicking on the first fieldRecommended format, deficiency formats are offered:

Select the format that suits you. In the fieldstart the counting to, fill in the number of the latest invoice: the following number will be taken into account. You can seethe wayto verify that the selected format and the number entered correctly match your expectations.

For example, if you select YYYMMDD-# and the numbering begins at 029, the reference for the next invoice created on 24/8/2018 will be 20180824-30.

Warning: once the number has returned, if you need to return to it, you will only be able to put a number higher than the number originally entered.

Once the changes are made, click Save.

2. Use a custom format

If the recommended format is not suitable for you, you can choose the order of elements that will form your file number. For this, check Utilize a custom format:

When you click in the fieldCustomized format, a list of elements is proposed. This allows you to choose the order of elements in your file references.

Select the format that suits you by clicking on the different elements in the order you want.Please note: the self-generated number must be included in the reference.

If you want to add a hyphen or mention type "FAC", type it and clickAdd the text:

In the fieldstart the counting to, fill in the number of the latest invoice: the following number will be taken into account. You can seethe wayto verify that the selected format and the number entered correctly match your expectations.

Warning: once the number has returned, if you need to return to it, you will only be able to put a number higher than the number originally entered.

3. Reset the invoice reference to zero at the beginning of the year

The two proposed reference formats allow you to choose to re-initialize the reference to zeal at the beginning of each year,provided that the year is mentioned in the invoice statement,for the recommended format:

What for the customized format:

Save your choice to apply it.

Please note: this adjustment should be applied before the end of the new year.

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