Invoices and document numbering

Your customer documents carry reference numbers, and your accountant will care about them more than you do. Bookables lets you set the format once.

Doc Numbering

In Settings, open the Doc Numbering block. Three kinds of document are numbered separately:

• Proposals
• Jobs
• Invoices

For each one you set a prefix, the next number, and how many digits to pad to. So a prefix of INV, next number 1041 and four digits gives you INV-1041.

Warning: This is set once and cannot be changed afterwards. Numbers already on customer documents cannot be rewritten, so the app makes you confirm before it locks in. If you are migrating from another system, this is where you continue your existing sequence rather than starting again at one.

Invoice options

The Invoice options block controls how your invoices read.

Payment terms, in days, works out a due date for any payment that does not carry one of its own. Leave it blank and payments have no due date.

Footer note is free text at the bottom of every invoice. Your ABN, your late payment terms, a thank you. Anything you leave blank is simply left off rather than printed as an empty heading.

Bank details

The Bank details block holds the account your customers pay into, and it appears on invoices and receipts.

Fill this in even if you mostly take cards. It is what the customer who insists on a bank transfer will look for, and chasing it up by email later is a waste of everyone's afternoon.

What is next

Next: Tax.