Overview
Series allow users to configure numbering templates for any document that requires unique sequential identifiers (such as invoices). Each series defines how numbers are formatted, including prefixes, suffixes, and zero-padding rules. For example, given a series configured with the options on the left, will produce a identifiers as in the right box:| Prefix | ES- |
| Padding | 5 |
| Start number | 1 |
| Code | INV |
Create a new series
| Field | Description | API Property |
|---|---|---|
| Name | Human-readable label identifying the series. | name |
| Code (Optional) | Internal or business code used to categorize series. | code |
| Prefix (Optional) | Text placed before the numeric portion of the generated code. | prefix |
| Padding | Total number of digits in the numeric sequence. Zeros are added to the left when necessary. | padding |
| Start Number | The first number to be issued in the sequence. | last_index |
| Suffix (Optional) | Text appended after the numeric part. | suffix |
| Description (Optional) | Free text for internal documentation or identification. | description |
Preview panel
On the right side of the form, the UI displays a live preview of the resulting code based on the current field values. For example:Using your series
You will be able to use the series you’ve created from the API or through the “Add sequential code” step in your workflow. This will ensure your invoice numbers remain numbered correctly, as many regimes require not only unique invoice identifiers but also sequential numbering.Tips
- Use prefixes for country or business unit codes (e.g.,
ES-,FR-,US-). - Adjust padding to maintain consistent visual width across codes, and make sure you choose a length adequate for your invoicing volume.
- Start Number will usually be
1, unless you are continuing a series. - Code and Description fields are for human readability and internal organization.