Reference or number invoice automatic with personal format like INVYYMM#INV-NUMBER Automatic

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1

Hello team manager, can we make reference or number invoice automatic with personal format like INVYYMM#INV-NUMBER Automatic

thanks

2

Chatbot says :backhand_index_pointing_down:
Short answer: not fully automatic with a custom format. Manager can auto‑number invoices, but the automatic part is numeric only. It can’t auto‑generate prefixes like “INV” or date parts (YYMM) as part of the reference. (www2.manager.io)

What you can do today

  • Pure automatic numbering: Leave Reference set to Auto (and make that the default via Form Defaults). You’ll get the next sequential number only (1, 2, 3 …). (www2.manager.io)
  • Manual prefix with defaults: In Form Defaults, prefill “INV-” in the Reference field and type the rest manually each time. Note: if you later switch on Auto, Manager ignores letters/punctuation when finding the “next” number, which can produce unexpected results. So don’t mix free text prefixes with Auto. (www2.manager.io)
  • YYMM + counter workaround (numeric only): If you want numbers like 2501001, 2501002, … for January 2025, set the first invoice of the month to 2501001 manually, then use Auto for the rest of that month. Repeat next month with 2502001, etc. This keeps it numeric so Auto works. (forum.manager.io)
  • Keep a display-style number separately: Add a text custom field (e.g., “Formatted invoice no.”) and enter INVYYMM### there for customer-facing display, while keeping the built-in Reference strictly numeric for sequencing/searching. The custom field won’t auto-increment, but avoids breaking Auto. (manager.io)

Set-and-forget tip

  • To avoid ticking Auto every time, turn it on in Form Defaults for Sales Invoices so new invoices start with Auto enabled. (manager.io)
3

Agree with you it’s so essential

4

Thank you

5

Seems almost the same request is already in Ideas here:

6

It can be done with something like this in a custom template,

{% assign factuur_datum = fields.Factuurdatum | split: “-” %}

Factuurnummer: INV{{ factuur_datum[1] }}{{ factuur_datum[2] }}-{{ fields.Factuurnummer }}

But the post or prefix isn’t used in Manager. It only shows on your invoices.

7

thank you,

how to add this code at custom template ?

8

Use this code if your language settings in Manager are English otherwise adjust the code (
Invoice date and Invoice number) to your Manager settings language

{% assign Date_formated = fields.['Invoice date'] | split: "-" %}
Invoice: INV{{ Date_formated[2] }}{{ Date_formated[1] }}-{{ fields['Invoice number'] }}
9

thanks