Understanding the operation of quote and invoice numbering
Toolcie manages document numbering differently in draft and final modes.
When creating a new document, a provisional reference number is assigned.
Upon finalizing the document (status change, sending, downloading, etc.), the definitive reference is generated.
How to modify numbering?
It is possible to modify the numbering for quotes and invoices for future documents.
It is also possible to modify the numbering specifically for each document.
When is the definitive reference generated?
The definitive reference is generated when the document's status changes to a status other than "Draft."
How to obtain the definitive reference?
You can obtain the definitive reference of the document by performing the following operations:
- Change the document's status
- Send the document
- Download the document
- Share the document
- Print the document