In Settings → Appearance you define how your documents look and how they are numbered across billing series. Each document type (quote, delivery note, proforma, invoice, work order…) uses a series, and sequential invoice numbering is also a legal requirement.
Select the series you want to configure or create a new one. For each series you define:
Numbering and format: each % in the format represents a digit — P-%%%%% generates P-00001, P-00002… The system also supports year wildcards: there are variants that are replaced by the current year or its last two digits, useful for formats like FCT-24-0001.
Logo: each series can have its own logo. Together with the associated company, this allows each business line to invoice with its own branding.
Document label: the name of the document type as it appears in the PDF ("Quote", "Invoice"…).
Default notes: text that is automatically added to all documents in the series — general terms, warranties, recurring information.
With the Show manufacturers option you can add the logos of the brands you work with to the footer of the document. If you are an official technical service or distributor, seeing them in the document conveys professionalism. Search for the brand in the search bar — there are many already loaded — and if you don't find the one you need, let us know and we'll add it. Since it's a series-based configuration, you can show different brands depending on your business line.
If you use an accounting integration or deliver exports to your advisor, each series can have its accounting code and its department code for analytical breakdown. Ask your advisor for the codes before filling them in.
⚠ Important: If your company is covered by Verifactu, the Verifactu code for each invoice series must match the first part of the format (for FCT-00045, the code is FCT). Check the Verifactu guide before issuing the first invoice.
