How to customize your document number format

By default, Invoiless numbers your documents automatically by taking your last number and adding 1 to it. If that works for you, there's nothing to change — you can simply update your prefix.

If you need something more detailed, you can now define your own number format using a prefix and a set of variables. For example: INV-2026-07-0001.

You can set a different format for each document type: invoices, credit notes, estimates, retainers, and recurring documents.

1. Go to your Settings > Business settings page and open the tab for the document type you want to update, for example Invoices.
2. Scroll to the Numbering section.
   
3. Click the Invoice number format field, then type your prefix and select the variables you want to add from the list.
4. Click Save changes.

Your new format will be applied to the next document you create. ✨

💡 The Sequence number restarts whenever one of the date variables in your format changes. For example, if your format includes the month, numbering starts again at 0001 at the beginning of each month.

Here are a few formats you can use as a starting point:

• INV-[YYYY]-[NUM] → INV-2026-0001
• INV-[YYYY]-[MM]-[NUM] → INV-2026-07-0001
• INV-[YYYY]-[MM]-[DD]-[UID] → INV-2026-07-17-K3M7QP2X

INV is the prefix, and you can replace it with anything you like. The variables in brackets are filled in automatically when the document is created.

• Your format is used as the default for new documents, and you can still adjust the number on an individual document while creating it.
• If you prefer to keep things simple, leave your settings as they are — your documents will continue to be numbered with your prefix and the next number in line.

Enjoy 🧡