customize the invoice number sequence

Customize the invoice number sequence

In this module we will discuss :-

1. How to add custom invoice number sequence ?

2. How to remove active invoice sequence ?

3. How can you track historical invoice sequence ?

4. What are the features of invoice number sequence ?

How to add custom invoice number sequence ?

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1 Invoice number sequence

1 Click on Profile tab

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2 Click on Invoice settings

Invoice number sequence

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Click on Add custom invoice number sequencefor warehouse you want to activate it on

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Seller has two different series for VAT & CST compliant orders

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4b

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Repeat above 2 steps for CST series

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Drag and Drop all the 4 attributes in any order of choice

Serial Number Increases on the basis of basic value that you set for itExample : 23

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Select Validity-from-to of the series using Calendar view

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Custom invoice series expires in new FY if reset not enabled

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Save the custom series and proceed

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Note– New customized series will be enabled by 12 AM after creation and till then Paytm's default series will continue


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9b

9a Saved invoice pattern is displayed for each warehouse for VAT & CST

Note - It is allowed to add multiple series for future dates without overlap for a particular warehouse.


Saved invoice sequence are active and available,

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Validity of the invoice sequence is indicated

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Sample invoice with customized series

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How to remove active invoice sequence ?

1 Click on Delete option to initiate removal of a existing series

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Remove invoice sequence

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How to remove active invoice sequence ?Post confirmation the existing series will be removed immediately and Paytm default series will continue

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Click on Yes

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Note– New series for the warehouse can be set again

Remove invoice sequence

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How can you track historical invoice sequence ?

Click on Show History

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Track historical invoice sequence 3

How can you track historical invoice sequence ?

Track historical invoice sequence

2 A pop up lists all the Seller Invoice sequences for all Warehouses and VAT/CST combination with latest invoice created on top

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What are the features of invoice number sequence ?

Features of invoice sequence 4

Features

Create/Manage/Customize your Invoice sequence

Flexibility for a seller to customize invoice sequence for any of his mapped Warehouse

You can manage different sequences for VAT & CST based orders

Same sequence can be continued for next financial year with a reset

Instant removal of an existing sequence and fallback on old Paytm sequence

History of all configured invoices till date

Thank you!For any query please raise a ticket on support

customize the invoice number sequence

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