How to set your Document / Invoice numbers
How to set your document numbers for orders, quotes, invoices, credit notes etc.
(Guide for Pastel Partner 14, but older versions will loosely follow the same method).
- Go to 'Setup > Company Parameters'.
- Now go in the 'Settings' tab and you can modify the document numbers here.
- If you want each user to have their own set of document numbers, then tick the option for 'Separate Set of Numbers for Each User'
- Now you can set the individual numbers for customer documents and supplier documents.
- For customers, go to 'Setup > Customers > Documents'
- Now you can scroll through each tab, select the relevant user and enter your own document numbers.
- For suppliers, you go to 'Setup > Suppliers > Documents'.