NexerIQ numbers your sales documents automatically — invoices, sales orders, quotes, and subscriptions each get their own running sequence. By default they look like INV-2026-000001, SO-2026-000001, QT-2026-000001, and SUB-2026-000001. Many businesses are required to use sequential invoice numbers, so NexerIQ handles that for you — and if you need a different pattern, you can set one. A live preview shows the next number before you save.
Where to find it
Open Settings → Sales → Numbering. You'll see four cards — one each for Invoice, Sales order, Sales quote, and Subscription numbering. Each card has the same simple controls:
- Template — the pattern used to build the number.
- Start number — where the sequence begins (usually 1).
- Next: — a live example of the next number, with a note about how it resets.
Set the ones you want and click Save.
How the template works
A template is plain text with a {Counter} placeholder for the running number. Add leading zeros with a width — {Counter:6} means "pad to 6 digits". The defaults include {Year}, which is why they restart each year.
- INV-{Year}-{Counter:6} → INV-2026-000001 (the default invoice pattern)
- INV{Counter:6} → INV000001 (no year, no dash)
- {Year}/{Counter:5} → 2026/00001
Placeholders you can use
- {Counter} — the running number; add a width for leading zeros, e.g. {Counter:4} → 0001.
- {Year} — the current 4-digit year. Including it restarts the sequence at the start of each year.
- {Month} and {Day} — the current month and day.
Yearly numbering and resets
Because the defaults contain {Year}, each sequence restarts on 1 January — so the first invoice of 2027 becomes INV-2027-000001. The preview note tells you whether a pattern resets yearly or runs continuously. If you'd prefer one unbroken sequence, remove {Year} from the template.
What happens when you change a pattern
Changing a template only affects future documents — numbers already issued never change (important, since invoices are often referenced elsewhere). Renaming the fixed text keeps the running count going; only the appearance changes. Use Start number to continue a sequence from another system.
Tip: Keep the {Counter} placeholder in every template — it's what keeps each document number unique. Check with your accountant before changing invoice numbering, as some countries require strictly sequential invoice numbers.
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