Invoice Block Configuration

To generate the invoice in the application need to follow the invoice number series for all generated invoices. Every financial year invoice number need to revise in the application.

Steps to configure the invoice series in the application.

• Click on Setting? Navigate to Staffing ? Financial 

• Choose the Invoice No. Block option. Click on new to create the new invoice block.

• Title – Name of the invoice block. If maintaining payroll, rate card, sourcing invoice, reimbursement, general invoice separate invoice series mentioned in the title or else based on the invoice category like credit note, debit note invoice name.

• QTY – Update the quantity invoice required means number invoice series to generate.

• Cost center – choose the cost center, If the Invoice series is different for each cost center or else choose the default cost center.

• Prefix – Map the Invoice prefix details.Example INV/2024/, QA2024, etc.. Prfix are fixed details

• Suffix – Map the invoice suffix details. Example /2024-25, etc.. Suffix are fixed details

• No – Map the initial/first invoice number need to be generated in the application.

• Block Type – Choose the appropriate invoice block  as per the utilization in  invoice generation.

• Invoice – Choose block type as invoice for the normal invoice block configuration.  

• Credit Note – Choose the block type as credit note only for credit not invoice block configuration.

• Debite Note - Choose the block type as credit note only for debit not invoice block configuration.

• Number Length- Update the number length required in the invoice number. For example If invoice number starting with 1 and before invoice number of digits zeros are required. If the number length 2 and the invoice number started with 01.

• Save – Save the configured details.

• Generate – Once save the template click on generate option to generate the series in invoice block and save the same. Refer the Sample :

How to delete the unused invoice series

• Setting? Financial? Invoice No Block? Page will navigate to created invoice blocks.

• Select the required invoice block and click on the delete unused option and save. Unused invoice series will get deleted .

• Invoice series utilization status will get updated parallel to invoice generation.

How to extend the invoice series once the invoice series closed:

• Setting? Financial? Invoice No Block? Page will navigate to created invoice blocks.

• Select the required invoice block and click on the generate option and save. Invoice number series get extended from the last used invoice number.