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 (2023-24) is approaching, we are ready to provide a smooth transition to all the clients who want to change/not change their Invoice Series.
- This will work for all custom orders and channels where uniware provides its own invoice series as per your facility or billing party setting.
- The changes listed below are for both Facilities (warehouses) and Billing Parties.
- For MarketPlaces like Flipkart, Amazon, Snapdeal, Nykaa and more, we will sync the invoice series from their channel as before we do. you no need to worry for it.
- According to the GST Invoice format and rules shared by the Indian Government gst-invoice-format-rules, all invoice prefixes can contain alphabets or numerals or special characters hyphen (dash) and slash symbolized as “–” and “/” respectively, and any combination thereof. All other special characters are not allowed.
TO CONTINUE WITH LAST YEAR INVOICE NUMBERING SYSTEM (No change in series)
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. So need to mark it False by the below steps:
Follow the steps, if you wish to continue with the existing invoice series:
1- Go to Facilities under Settings
2- Open Sequence
Update the Reset Counter for Sales Invoice and Sales Return Invoice with False > Hit the “Enter” Key > Save Changes > Submit > Done
Similarly mark the changes for Billing Parties, if any. (Click here to know more)
1- Go to Billing Parties
2- Open Sequence
Update the Reset Counter for Sales Invoice and Sales Return Invoice with False > Hit the “Enter” Key > Save Changes > Submit > Done.
Note: Steps same as done for Facility for billing parties (if any)
TO CHANGE THE INVOICE SERIES FOR 2023-24 FINANCIAL YEAR (Change in series Also)
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 the “Next Year Prefix” field is updated (let’s say with INV/23-24/), then on the onset of April 1, 2023, your existing invoice prefix (which was INV/22-23/) will be replaced with the “Next Year Prefix”( INV/23-24/)
2- If the “Next Year Prefix” field is not updated (field left empty i.e. Null), then your existing invoice prefix (which was either NULL or INV/22-23/), will be replaced with the “Next Year Prefix”(NULL).
NOTE: We suggest you add /23-24/ to your Next Invoice Prefix this will help you differentiate the current financial invoice from the next financial year invoice series.
Now, follow the below steps, if you wish to change the existing invoice series:
1- Go to Facilities
2- Open Sequence
Check the Reset Counter for Sales Invoice and Sales Return Invoice (for other sequences can be done manually),
Reset Counter for Sales Invoice and Sales Return Invoice must be TRUE > Update “Next Year Prefix” to be set > Hit the “Enter” Key > Save Changes > Submit > Done
Step-1
Step-2
Step-3
Step-4 Check the changes.
Similarly mark the changes for Billing Parties, if any. (Click here to know more)
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 > Hit the “Enter” Key > 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 concerns in this, please raise a ticket with Uniware Support.