{"id":8506,"date":"2024-03-05T11:55:20","date_gmt":"2024-03-05T09:55:20","guid":{"rendered":"https:\/\/support.simplbooks.fi\/fi\/kayttoohjeet\/automatic-reference-numbering-on-sales-invoices\/"},"modified":"2024-03-05T11:55:20","modified_gmt":"2024-03-05T09:55:20","slug":"automatic-reference-numbering-on-sales-invoices","status":"publish","type":"ht_kb","link":"https:\/\/support.simplbooks.fi\/fi\/en\/kayttoohjeet\/automatic-reference-numbering-on-sales-invoices\/","title":{"rendered":"Automatic reference numbering on sales invoices"},"content":{"rendered":"\n<div class=\"su-note\"  style=\"border-color:#93c59d;border-radius:2px;-moz-border-radius:2px;-webkit-border-radius:2px;\"><div class=\"su-note-inner su-u-clearfix su-u-trim\" style=\"background-color:#ADDFB7;border-color:#ffffff;color:#333333;border-radius:2px;-moz-border-radius:2px;-webkit-border-radius:2px;\">This guide explains how to add automatic reference numbers to sales invoices and how the reference number is generated. <strong>Automatic reference numbering is enabled by default when the software is set up.<\/strong><\/div><\/div>\n\n\n\n<div style=\"height:14px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"how-is-an-automatic-reference-number-added-to-sales-invoices\" ><strong>HOW IS AN AUTOMATIC REFERENCE NUMBER ADDED TO SALES INVOICES?<\/strong><\/h4>\n\n\n\n<div class=\"su-note\"  style=\"border-color:#c0d6c5;border-radius:2px;-moz-border-radius:2px;-webkit-border-radius:2px;\"><div class=\"su-note-inner su-u-clearfix su-u-trim\" style=\"background-color:#DAF0DF;border-color:#ffffff;color:#333333;border-radius:2px;-moz-border-radius:2px;-webkit-border-radius:2px;\"><strong>You can configure automatic reference numbering under<\/strong> Settings &gt; Environment Settings &gt; Sales Invoice Settings &gt; Invoice reference number.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><a href=\"https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2024\/03\/Automaattisen-viitenumeroinnin-lisaaminen-myyntilaskulle-kuva-1.png\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"367\" src=\"https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2024\/03\/Automaattisen-viitenumeroinnin-lisaaminen-myyntilaskulle-kuva-1-1024x367.png\" alt=\"\" class=\"wp-image-6045\" srcset=\"https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2024\/03\/Automaattisen-viitenumeroinnin-lisaaminen-myyntilaskulle-kuva-1-1024x367.png 1024w, https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2024\/03\/Automaattisen-viitenumeroinnin-lisaaminen-myyntilaskulle-kuva-1-300x108.png 300w, https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2024\/03\/Automaattisen-viitenumeroinnin-lisaaminen-myyntilaskulle-kuva-1-768x276.png 768w, https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2024\/03\/Automaattisen-viitenumeroinnin-lisaaminen-myyntilaskulle-kuva-1-50x18.png 50w, https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2024\/03\/Automaattisen-viitenumeroinnin-lisaaminen-myyntilaskulle-kuva-1-920x330.png 920w, https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2024\/03\/Automaattisen-viitenumeroinnin-lisaaminen-myyntilaskulle-kuva-1-600x215.png 600w, https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2024\/03\/Automaattisen-viitenumeroinnin-lisaaminen-myyntilaskulle-kuva-1-320x115.png 320w, https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2024\/03\/Automaattisen-viitenumeroinnin-lisaaminen-myyntilaskulle-kuva-1.png 1154w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/a><\/figure>\n\n\n\n<\/div><\/div>\n\n\n\n<div class=\"su-note\"  style=\"border-color:#c0d6c5;border-radius:2px;-moz-border-radius:2px;-webkit-border-radius:2px;\"><div class=\"su-note-inner su-u-clearfix su-u-trim\" style=\"background-color:#DAF0DF;border-color:#ffffff;color:#333333;border-radius:2px;-moz-border-radius:2px;-webkit-border-radius:2px;\">\n\n\n\n<figure class=\"wp-block-image size-large\"><a href=\"https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2024\/03\/Automaattisen-viitenumeroinnin-lisaaminen-myyntilaskulle-kuva-2.png\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"412\" src=\"https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2024\/03\/Automaattisen-viitenumeroinnin-lisaaminen-myyntilaskulle-kuva-2-1024x412.png\" alt=\"\" class=\"wp-image-6047\" srcset=\"https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2024\/03\/Automaattisen-viitenumeroinnin-lisaaminen-myyntilaskulle-kuva-2-1024x412.png 1024w, https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2024\/03\/Automaattisen-viitenumeroinnin-lisaaminen-myyntilaskulle-kuva-2-300x121.png 300w, https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2024\/03\/Automaattisen-viitenumeroinnin-lisaaminen-myyntilaskulle-kuva-2-768x309.png 768w, https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2024\/03\/Automaattisen-viitenumeroinnin-lisaaminen-myyntilaskulle-kuva-2-50x20.png 50w, https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2024\/03\/Automaattisen-viitenumeroinnin-lisaaminen-myyntilaskulle-kuva-2-920x370.png 920w, https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2024\/03\/Automaattisen-viitenumeroinnin-lisaaminen-myyntilaskulle-kuva-2-600x241.png 600w, https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2024\/03\/Automaattisen-viitenumeroinnin-lisaaminen-myyntilaskulle-kuva-2-320x129.png 320w, https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2024\/03\/Automaattisen-viitenumeroinnin-lisaaminen-myyntilaskulle-kuva-2.png 1138w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/a><\/figure>\n\n\n\n<\/div><\/div>\n\n\n\n<ul class=\"wp-block-list\"><li><strong>Not in use<\/strong>. Select this if you do not want to use automatic reference numbering.<\/li><li><strong>By invoice<\/strong>. Generates a unique reference number for each invoice separately.<\/li><li><strong>By customer<\/strong>. Uses the same reference number for the same customer on every invoice.<\/li><\/ul>\n\n\n\n<div style=\"height:20px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"which-method-should-you-use\" ><strong>WHICH METHOD SHOULD YOU USE?<\/strong><\/h4>\n\n\n\n<p>Automatic numbering should always be enabled so that a reference number is generated for each invoice.<\/p>\n\n\n\n<p>It is generally easier for a company to use invoice-based reference numbering, because it makes it easier to match invoices with their corresponding payments.<\/p>\n\n\n\n<p>Customer-based reference numbering may be more convenient for the customer, as they can always pay using the same reference number.<\/p>\n\n\n\n<div style=\"height:20px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"how-does-the-software-generate-the-reference-number\" ><strong>HOW DOES THE SOFTWARE GENERATE THE REFERENCE NUMBER?<\/strong><\/h4>\n\n\n\n<p>For invoice-based reference numbers, the software generates the number from the last two digits of the year, a four-digit unique sequential number, and a check digit. For example, 1812347 = year 2018 + 4 digits + check digit.<\/p>\n\n\n\n<p>For customer-based reference numbers, the number consists of the digit 9, a four-digit unique sequential number, and a check digit. For example, 912347 = digit 9 + 4 digits + check digit.<\/p>\n\n\n\n<div style=\"height:20px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<div class=\"su-note\"  style=\"border-color:#c0d6c5;border-radius:2px;-moz-border-radius:2px;-webkit-border-radius:2px;\"><div class=\"su-note-inner su-u-clearfix su-u-trim\" style=\"background-color:#DAF0DF;border-color:#ffffff;color:#333333;border-radius:2px;-moz-border-radius:2px;-webkit-border-radius:2px;\"><strong>Note!<\/strong> If you want to use your own reference numbers, you can edit the reference number field, but keep in mind that reference numbers must comply with the Finnish standard. Various reference number calculators are available online.<br><\/div><\/div>\n\n\n\n<div style=\"height:40px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<div class=\"su-box su-box-style-default\" id=\"\" style=\"border-color:#7aac84;border-radius:1px\"><div class=\"su-box-title\" style=\"background-color:#ADDFB7;color:#333333;border-top-left-radius:0px;border-top-right-radius:0px\">OTHER RELATED GUIDES:<\/div><div class=\"su-box-content su-u-clearfix su-u-trim\" style=\"border-bottom-left-radius:0px;border-bottom-right-radius:0px\">\n\n\n\n<ul class=\"wp-block-list\"><li><a href=\"http:\/\/support.simplbooks.fi\/fi\/kayttoohjeet\/uuden-myyntilaskun-tekeminen\/\" target=\"_blank\" rel=\"noreferrer noopener\">Creating a new sales invoice<\/a><\/li><li><a href=\"http:\/\/support.simplbooks.fi\/fi\/kayttoohjeet\/kayttoymparistoasetukset-ennen-simplbooks-ohjelman-kayttoonottoa\/\" target=\"_blank\" rel=\"noreferrer noopener\">Environment settings before getting started with SimplBooks<\/a><\/li><\/ul>\n\n\n\n<div class=\"su-list\" style=\"margin-left:0px\">\n\n\n\n<p>\n\n<\/div><\/div><\/div>\n\n","protected":false},"author":0,"comment_status":"open","ping_status":"closed","template":"","format":"standard","meta":{"footnotes":""},"ht_kb_category":[115],"ht_kb_tag":[],"class_list":["post-8506","ht_kb","type-ht_kb","status-publish","format-standard","hentry","ht_kb_category-sales"],"_links":{"self":[{"href":"https:\/\/support.simplbooks.fi\/fi\/en\/wp-json\/wp\/v2\/ht_kb\/8506","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/support.simplbooks.fi\/fi\/en\/wp-json\/wp\/v2\/ht_kb"}],"about":[{"href":"https:\/\/support.simplbooks.fi\/fi\/en\/wp-json\/wp\/v2\/types\/ht_kb"}],"replies":[{"embeddable":true,"href":"https:\/\/support.simplbooks.fi\/fi\/en\/wp-json\/wp\/v2\/comments?post=8506"}],"version-history":[{"count":0,"href":"https:\/\/support.simplbooks.fi\/fi\/en\/wp-json\/wp\/v2\/ht_kb\/8506\/revisions"}],"wp:attachment":[{"href":"https:\/\/support.simplbooks.fi\/fi\/en\/wp-json\/wp\/v2\/media?parent=8506"}],"wp:term":[{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/support.simplbooks.fi\/fi\/en\/wp-json\/wp\/v2\/ht_kb_category?post=8506"},{"taxonomy":"ht_kb_tag","embeddable":true,"href":"https:\/\/support.simplbooks.fi\/fi\/en\/wp-json\/wp\/v2\/ht_kb_tag?post=8506"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}