Invoice types, window

Economy > Invoices > Invoice types

This window is used to specify which invoice number series the different invoice types should use.

In the list on the left of the Invoice types window, click on the invoice type for which settings are to be configured.

Function	Description
Name	This displays the name of the invoice type, for example “Invoice”, “Correction invoice”, “Interest invoice”, “Manual invoice”, or “Commission discount invoice”. This cannot be changed.
Archive prefix	Archive prefix of the invoice type. To use an archive prefix on this type of invoice, enter the archive prefix, for example “2023”.
Number series (drop-down list)	Select the invoice number series for the invoice type. For more information, see Invoice number series, window.
Number series (table)	To ensure that the invoice number series in the Number series drop-down list above the table applies to all regions, select [None] in the Invoice number serie column for all your regions. To set different invoice number series for different regions, do this in the table using the drop-down list in the Invoice number serie column. Varning! It is only advisable to set up different invoice number series for different regions if you work with several different companies (legal entities) in the same Opter system. For more information, see Offices and regions, and there is a Separate invoice numbers for regions checkbox on the Invoice settings tab in the office settings. Default setting: [None]
Invoice text	Free text field. Describe the invoice type if you wish. The text is available for printing but is not used in the default appearance.

See also