Banqup's Document Creator generates the numbering of your sales invoices and credit notes automatically. Set it up before creating your first document. Then, all documents created on Banqup will get a sequential number automatically.
Setting up the numbering
To configure automatic numbering for your documents:
Go to Document Creator.
Click on the cogwheel icon in the top-right corner to open the Document Creator settings.
Click on Document numbering.
Set up the prefix and starting number for:
Invoices - e.g. INV-0001
Credit Notes - e.g. CN-0001
Click Save to apply your settings.
After configuration, all new invoices, credit notes, and sales quotes created through Document Creator will automatically receive the next available number in the sequence.
You can start at any number. For a more consistent appearance, we recommend adding leading zeros to your numbering format (e.g., INV-001 instead of INV-1). This ensures your documents maintain a clean, aligned look even as you reach double or triple digits.
Important notes
The automatic numbering system follows these principles:
You must set up the numbering before creating your first document.
Each document type (invoice and credit note) has its own separate numbering sequence.
The document number is only generated when you send it to a customer.
⚠️ The number field must contain only numeric characters.
The number field (the part after the prefix) must contain only digits, no dashes, spaces, or other characters. Non-numeric characters in the number field can prevent you from sending your documents.For example, if you want your invoices to be numbered
INV-2026-0001, set the prefix toINV-2026-and the number to0001. Do not set the prefix toINV-and the number to2026-0001.
Frequently asked questions
Can I edit the numbering at any time?
You can change the next number in the sequence at any time. This will affect future documents but won't change numbers already assigned.
Can I use custom prefixes instead of INV and CN?
Yes, you can customise the prefixes to match your company's document numbering convention.
Will deleting a draft document create gaps in my numbering sequence?
No, because document numbers are only assigned when documents are sent.
What if I'm migrating from another system mid-year?
You can set the starting number to continue your existing sequence.
Can I create multiple numbering series for a document type?
You can only create one series per document type.