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Invoice Numbering

Organised invoicing starts with smart numbering.

HMRC requires unique, sequential invoice numbers — but your business might need more than a simple counter. Invoify lets you create multiple numbering schemes with custom prefixes, date-based format patterns (like INV-{YYYY}-{####}), automatic reset periods, and separate sequences for each document type. Preview the next number before creating an invoice, and rest easy knowing duplicates are impossible.

Key Benefits

Why your business needs this

01

HMRC compliance guaranteed

Sequential, unique invoice numbers are a legal requirement in the UK. Invoify enforces this automatically — no gaps, no duplicates.

02

Multiple schemes

Run different numbering for different document types or business lines. INV- for invoices, CN- for credit notes, PRO- for proformas.

03

Date-embedded formats

Include the year or month in your invoice numbers (e.g. INV-2026-0001) for instant chronological context.

04

Automatic reset

Choose to reset your counter yearly, monthly, or never. Yearly resets combined with year prefixes keep numbers short and organised.

How It Works

Step by step

1

Create a numbering scheme

Go to Invoice Numbering and create a new scheme. Choose a name, prefix string, and format pattern using tokens like {YYYY}, {MM}, and {####}.

2

Assign to document types

Assign each scheme to one or more document types. Invoices can use INV-{YYYY}-{####} while credit notes use CN-{YYYY}-{####}.

3

Set a reset period

Choose whether the counter resets monthly, yearly, or never. Yearly resets are popular for businesses that want short numbers within each year.

4

Numbers auto-increment

Every new invoice automatically gets the next number in the sequence. Preview the next number anytime without incrementing the counter.

Capabilities

Everything included

Custom prefixes

Define any prefix string for your invoice numbers — your company initials, department codes, or standard labels.

Format patterns

Use tokens like {YYYY}, {MM}, {DD}, and {####} to build the exact format your business needs.

Per-type numbering

Assign different schemes to Invoices, Credit Notes, Debit Notes, Proformas, and Receipts.

Reset periods

Auto-reset counters monthly, yearly, or never. Keep numbers short and contextual.

Next number preview

See the next invoice number that will be generated without creating an invoice.

Lock protection

Schemes in use are locked to prevent accidental changes that could cause numbering issues.

Business Impact

Zero numbering errors

Manual numbering leads to gaps, duplicates, and HMRC compliance issues. Automated schemes eliminate these risks entirely while giving you full control over the format that suits your business.

Configuration Tips

  1. 1Use the format INV-{YYYY}-{####} with yearly reset for a clean, chronological numbering system.
  2. 2Create separate schemes for each document type — it makes filtering and searching much easier.
  3. 3Preview the next number before committing to a scheme to make sure the format looks right.