Understanding the operation of quote and invoice numbering

Operation

Toolcie manages document numbering differently in draft and final modes.

When you create a new document, a provisional reference number is assigned.

Once the document is finalized (status change, sending, downloading, etc.), the definitive reference is generated.

How to edit numbering?

You can edit the numbering for quotes and invoices that will be created in the future.

You can also edit the numbering individually for each document.

How to edit the reference number?

When is the definitive reference generated?

The definitive reference is generated when the document’s status changes to anything other than "Draft."

How to get the definitive reference?

You can get the definitive reference of a document by performing one of the following actions:

Link to this article: https://toolcie.com/en/support/k/understanding-operation-quote-and-invoice-numbering
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