Setting Invoice Scheme

Configuring Invoice Number Format in Zuriey POS

In Zuriey POS, you can easily configure the format for your invoice numbers to suit your business needs. This feature allows you to establish a clear and organized numbering system for your invoices.

Steps to Configure Invoice Number Format

1. Navigate to Invoice Settings:
   • Go to Settings -> Invoice Settings.
2. Add a New Scheme:
   • Click on the Add button to create a new invoice number scheme.
3. Select Scheme Format:
   • Choose the desired format for your invoice number:
     • XXXX: A simple numeric format.
     • <year>-XXXX: This format includes the year followed by a numeric sequence.
4. Provide Additional Details:
   • Custom Prefix: Enter a custom prefix if needed (e.g., "INV-").
   • Invoice Start Number: Specify the starting number for the invoice sequence.
   • Number of Digits: Define how many digits should be used for the invoice number (e.g., 4 digits).
5. Preview the Format:
   • The preview box will display how the invoice number will look based on your selected options.
6. Set Default Invoice Scheme:
   • Ensure that you set a default invoice scheme for your business to use it effectively.
7. Save Changes:
   • Click on Save to apply your new invoice number configuration.

Importance of Configuring Invoice Numbers

• Organization: A consistent invoice numbering system helps keep track of sales and simplifies record-keeping.
• Professionalism: Well-formatted invoices enhance your business's professional image.
• Compliance: In some regions, having a structured invoice numbering system is necessary for tax and legal compliance.

By following these steps, you can effectively manage and customize your invoice numbering in Zuriey POS, ensuring that it meets your operational requirements and enhances overall business efficiency. If you need further assistance, consult Zuriey POS support resources!