Invoice series

Configuration of the numeric series that assign a fiscal number to invoices when issued. Manage prefixes, counters, and which one is active per fiscal year.

At a glance

• Series structure. Code (FAC, ABO, …), readable prefix (FACT-2026-), current counter, fiscal year, document type (invoice or credit_note), and active flag.
• Active per type and year. Only one series per type / year can be active. Issuing an invoice uses the active series for its type and consumes its counter.
• Counter reset. Only when the series has not yet been used this fiscal year. Once the first invoice is issued, reset is blocked to preserve fiscal audit.
• Permissions. All series management requires billing.admin. Other roles can browse the list but not edit.

Create a series

Requires billing.admin.

1. Click New series.
2. Define code, prefix, fiscal year, and type (invoice or credit note).
3. Mark Active if it should replace the current one; on save, the previous one is deactivated automatically for the same (type, year).

Reset counter

Requires billing.admin. Only on unused series for the fiscal year.

1. Pick the series and click Reset.
2. The counter goes back to 0. Blocked if any invoice is already issued against this series this fiscal year.

Permissions

What you see / can do	Permission
View the series list	billing.read
Create, edit, activate/deactivate, reset	billing.admin

Troubleshooting

• "Cannot reset counter". Invoices have already been issued against this series this fiscal year; blocked for safety. Create a new series for next year.
• A new invoice does not assign a number. No active series for the type (invoice or credit note) and current year. Activate or create one.
• No edit options. Your role is not billing.admin.