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Phoenix 9 - User Help

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Customer Document Numbers

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You can choose either hand-written or Phoenix automatic numbering for an account. If an account uses Phoenix numbering, hand-written numbers can still be used "on-the-fly" while entering the transaction.

Each of Invoices, Receipts and Credit Notes use independent numbering, they can even use a different number range, but they must all have the same book number.

Each customer sub-account can be given a different book number or they use the same book number.

The default start number for Phoenix automatic numbering is 000001 (6 digit numbering) which then automatically increments up to 999999. The number "rolls-over" to 000000 to start again if the maximum is ever reached. You can choose a different start number. For example, you can choose to start at 001000, giving a range from 001000 to 999999.

You can choose a smaller number range. For example, you can enter a start number of 0001 that will give a range of 0001 to 9999 before the numbering rolls over to start again. Note that once a start number of (say) 4 digits (0001) has been entered, Phoenix will not allow the numbering to then be reset to 5 or 6 digits.

Phoenix enforces a minimum 3 digit range of 001 to 999. If the user enters a start number of 1, then Phoenix defaults this to 001.

This automatic numbering begins with the first transaction.  It is here a message will be displayed to allow the user to select the number range that will be used to automatically number the transactions.

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