How to set up order, invoice and credit-note numbering
Each company in Frachta can configure its own numbering series for orders, invoices and credit notes. Learn where to set them up.
Your company's documents need distinct numbering sequences to stay organised and meet accounting rules. Frachta lets you configure separate numbering series for orders, invoices and credit notes, so each document type has its own counter that starts and runs independently.
When you set up numbering in Frachta, you are creating series at company level. This means if your business operates under one company account, all documents issued by that company will follow the series you configure. Each series serves a single purpose: orders use one counter, invoices use another, and credit notes use a third. This separation ensures that an invoice number never overlaps with a credit-note number, and neither interferes with your order numbering.
To configure your numbering series, go to your account settings and navigate to the numeration section. You will see options to set up a series for each document type your company uses. For each series, you typically define how the numbering should start and progress, so your first order might be numbered 001, your first invoice 1001, and your first credit note 5001, or whatever scheme fits your business practice.
The practical benefit of separate series is clarity in your documents and records. When you issue an invoice, it draws from the invoice series only. When you issue a credit note, it draws from the credit-note series only. Your dispatcher or accounts team can immediately tell what kind of document they are handling just by looking at the number. There is no risk of confusion or accidental reuse of a number across different document types.
If your company issues documents in multiple currencies or serves different customer segments, you still work within the same series per document type. The numbering system does not split by currency or customer; it applies across all documents of that type issued by your company. Plan your numbering scheme with this in mind, so it remains logical and scalable as your business grows.
Once you have configured your series, Frachta will automatically assign the next number in the sequence each time you create a new order, invoice or credit note. You do not need to enter numbers manually or worry about gaps or duplicates. The system handles the counting, so your team can focus on dispatching and billing.
If you need to adjust your numbering series after you have started using them, you can return to the numeration section in your account settings and make changes. Frachta will apply new settings to documents created after the change, so review your configuration before you issue your first documents to avoid confusion later.
To get started, log into Frachta, open your account settings, and find the numeration section. Set up your series for orders, invoices and credit notes according to your company's numbering standards, then begin creating documents. Your numbering will be applied automatically from that point on.