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  • Automatic naming can be setup immediately, there are no prerequisite configuration steps.

Sample Configuration

  1. Log into your LogiSense Billing application

  2. Click on the Setup menu, User & Accounts and then Owners

     

  3. On the owner screen that loads click on the Automatic Naming tab on the left

  4. Check off the Invoice Numbering and Credit Note Numbering options to enable custom numbering schemes. An example configuration scheme in the image below shows that invoices will be prefixed with ‘INV-’ and start at 7854 with a six character numerical length (the length will add leading zeros to the invoice number). This configuration will result in the first invoice generated on an account being prefixed and numbered as ‘INV-007854’

  5. Click Save to commit your numbering scheme changes

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Generating an invoice on an account will result in the numbering scheme being observed.

Account / Profile / Packages screen

First the account is billed on the Packages screen using a bill run that is configured to ‘Render Invoices’.

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Account / Billing / Invoices screen

Next on the invoices screen the invoice will be created observing the previously configured Prefix (INV-), Start value (7854) and invoice number length (6).

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