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Reset Retail Invoice Counter for the New Financial Year

With the beginning of every new financial year, some of the business owners want to have a new Invoice numbering system without affecting the old invoice numbering system.

So as the new financial year (2019-20) is approaching, we are ready to provide a smooth transition to all the clients who want to change/not change their Invoice Series.

Note: The changes listed below are for both Facilities (warehouses) and Billing Parties.

TO CONTINUE WITH LAST YEAR INVOICE NUMBERING SYSTEM

Note: By default, the Reset Counter has been set to TRUE, which means your Invoice Sequence will be reset to 1 from midnight 1st April.

Follow the below steps, if you wish to continue with the existing invoice series:

1- Go to Facilities (Click here to know more)

2-  Open Invoice Sequence (Click here to know more)

Update the Reset Counter for Sales Invoice and Sales Return Invoice with False > Enter > Save Changes > Submit > Done

Similarly mark the changes for Billing Parties, if any. (Click here to know more)

1- Go to Billing Party

 2) Open Invoice Sequence (Click here to know more)

Update the Reset Counter for Sales Invoice and Sales Return Invoice with False > Enter > Save Changes > Submit > Done

Note: Steps same as done for Facility

TO CHANGE THE INVOICE SERIES FOR 2019-20 FINANCIAL YEAR:

We have introduced a new field “Next Year Prefix”, which is an optional field. Actions taken in this field will make below changes in the existing invoice series:

1- If “Next Year Prefix” field is updated (let’s say with INV/19-20/), then on the onset of April 1, 2019, your existing invoice prefix (which was INV/18-19/) will be replaced with the “Next Year Prefix”( INV/19-20/)

2- If “Next Year Prefix” field is not updated (field left empty i.e. Null), then your existing invoice prefix (which was either NULL or INV/19-20/), will be replaced with the “Next Year Prefix”(NULL).

NOTE: We suggest you add /19-20/ to your Next Invoice Prefix this will help you differentiate the current financial invoice from the next financial year invoice series.

Now, follow below steps, if you wish to change the existing invoice series:

1- Go to Facilities

2- Open Invoice Sequence (Click here to know more)

Check the Reset Counter for Sales Invoice and Sales Return Invoice, same must be TRUE > Update “Next Year Prefix” to be set > Enter > Save Changes > Submit > Done

Similarly mark the changes for Billing Parties, if any. (Click here to know more)

1- Go to Billing Party

 2) Open Invoice Sequence (Click here to know more)

Check the Reset Counter for Sales Invoice and Sales Return Invoice, same must be TRUE > Update “Next Year Prefix” to be set > Enter > Save Changes > Submit > Done

Note: Steps same as done for Facility.

We request you to please use these fields and ensure a smooth business run in the coming financial year.

For any concern in this, please raise a ticket with Uniware Support.

Reset Retail Invoice Counter for the New Financial Year

Last Updated: Mar 15, 2019 12:01PM IST

With the beginning of every new financial year, some of the business owners want to have a new Invoice numbering system without affecting the old invoice numbering system.

So as the new financial year (2019-20) is approaching, we are ready to provide a smooth transition to all the clients who want to change/not change their Invoice Series.

Note: The changes listed below are for both Facilities (warehouses) and Billing Parties.

TO CONTINUE WITH LAST YEAR INVOICE NUMBERING SYSTEM

Note: By default, the Reset Counter has been set to TRUE, which means your Invoice Sequence will be reset to 1 from midnight 1st April.

Follow the below steps, if you wish to continue with the existing invoice series:

1- Go to Facilities

2-  Open Invoice Sequence

Update the Reset Counter for Sales Invoice and Sales Return Invoice with False > Enter > Save Changes > Submit > Done

 Similarly mark the changes for Billing Parties, if any.

1- Go to Billing Party

2) Open Invoice Sequence,

Update the Reset Counter for Sales Invoice and Sales Return Invoice with False > Enter > Save Changes > Submit > Done

Note: Steps same as done for Facility

TO CHANGE THE INVOICE SERIES FOR 2019-20 FINANCIAL YEAR:

We have introduced a new field “Next Year Prefix”, which is an optional field. Actions taken in this field will make below changes in the existing invoice series:

1- If “Next Year Prefix” field is updated (let’s say with INV/19-20/), then on the onset of April 1, 2019, your existing invoice prefix (which was INV/18-19/) will be replaced with the “Next Year Prefix”( INV/19-20/)

2- If “Next Year Prefix” field is not updated (field left empty i.e. Null), then your existing invoice prefix (which was either NULL or INV/19-20/), will be replaced with the “Next Year Prefix”(NULL).

NOTE: We suggest you add /19-20/ to your Next Invoice Prefix this will help you differentiate the current financial invoice from the next financial year invoice series.

Now, follow below steps, if you wish to change the existing invoice series:

1- Go to Facilities

2-  Open Invoice Sequence,

Check the Reset Counter for Sales Invoice and Sales Return Invoice, same must be TRUE > Update “Next Year Prefix” to be set > Enter > Save Changes > Submit > Done


Similarly mark the changes for Billing Parties, if any.

1- Go to Billing Party

2) Open Invoice Sequence,

Check the Reset Counter for Sales Invoice and Sales Return Invoice, same must be TRUE > Update “Next Year Prefix” to be set > Enter > Save Changes > Submit > Done

Note: Steps same as done for Facility.

We request you to please use these fields and ensure a smooth business run in the coming financial year.

For any concern in this, please raise a ticket with Uniware Support.

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