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
Set up the prefix and starting number for:
Invoices - e.g. INV-001
Credit Notes - e.g. CN-001
Click Save to apply your settings.
After configuration, all new invoices and credit notes 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.
You can adjust the sequence starting point at any time.
FAQ
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.