Band Pencil can automatically assign sequential invoice and quote numbers, making it easier to keep your documents organised and ensuring every document has a unique reference.
Go to:
Settings → Platform Options
You'll see the following options:
Simply enable automatic numbering and optionally enter a prefix.
The prefix is added before the sequential number and can contain letters, numbers or symbols (up to 10 characters). For example:
| Prefix | Generated Number |
|---|---|
INV- |
INV-001 |
INV-2026- |
INV-2026-001 |
Q- |
Q-001 |
| (blank) | 001 |
The prefix is optional. If left blank, only the sequential number is shown.
Band Pencil keeps a separate counter for invoices and quotes. Each time you create a new invoice or quote, the next available number is automatically assigned. For example:
001
002
003
004
...
Invoice and quote numbering are completely independent, so invoices and quotes each have their own sequence.
To keep document numbers consistent and easy to read, Band Pencil automatically adds leading zeros where required. Examples:
001
002
009
010
011
099
100
101
When you enable automatic numbering for the first time, Band Pencil starts from your current document count so that new documents continue the sequence. For example, if you already have 32 invoices, the next invoice created will be: 033 (or INV-033 if you have configured the prefix INV-).
Automatically generated numbers can still be edited if required. However, we recommend keeping the numbering sequence intact wherever possible for consistency and easier record keeping.