How to Edit Voucher Sequence and Reference Numbers (Customer and Supplier Vouchers)

The system allows you to control the voucher reference number sequence (customer vouchers and supplier vouchers), while ensuring:

• No number repetition

• No impact on previous vouchers

• Change applies only to new vouchers

Important Note:
Customer vouchers and supplier vouchers use a single unified sequence and numbering cannot be separated between them.

First: Who has permission to modify the voucher sequence?

Voucher numbering settings can be modified by:

• Any user with permission to view general settings

Second: Path to access voucher numbering settings

Settings → General Settings → “Voucher Settings” from the top options

Third: Explanation of voucher reference number components

The voucher reference number consists of two parts:

• Identifier Number:
  A code indicating the document type
  Example: PYT

• Sequence Number Start:
  The number from which voucher numbering begins
  Example: 1

Practical Example:

If you enter:

• Identifier Number: PYT

• Sequence Number Start: 1

The numbering will be as follows:

• PYT 1

• PYT 2

• PYT 3
  And so on, automatically.

Fourth: Enable or disable the ability to edit the reference number

Within voucher settings you can:

• Make voucher numbering editable

• Or make it non-editable

What does this mean?

• When enabling the “non-editable” option:

  • Vouchers are numbered automatically

  • The number cannot be edited manually

• When enabling the “editable” option:

  • The user can, when creating a voucher

  • Edit the reference number manually

⚠️ Note:
Even with manual editing, the system does not allow duplicate voucher numbers.

Fifth: Saving changes

• Any modification to:

  • Identifier Number

  • Sequence Number

  • Editability

• Will not be applied until you click the Save button

And it will be applied immediately to new vouchers only.

Sixth: Impact of modification on vouchers

• Modification:

  • Does not affect old vouchers

  • Applies only to new vouchers

• Cannot create two vouchers with the same reference number

• This setting does not affect:

  • Invoices

  • Or any other documents

Seventh: Viewing all vouchers

To review all customer and supplier vouchers on one page:

• Go to Sales

• Then Customer Vouchers

• Then select All Vouchers from the top options