Skip to main content

​
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:
PrefixES-
Padding5
Start number1
CodeINV
INV-ES-00001
INV-ES-00002
INV-ES-00003
INV-ES-00001
INV-ES-00002
INV-ES-00003

​
Create a new series

Email app connected
FieldDescriptionAPI Property
NameHuman-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
PaddingTotal number of digits in the numeric sequence. Zeros are added to the left when necessary.padding
Start NumberThe 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: 
INV-ES-00001
Here you can verify the final output format before saving.

​
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.

​
‘Add Sequential Code’ workflow step

This workflow step allows you to use previously created Series, or to use a new numbering sequence tied specifically to the Tax ID and the series of the originating document. If “Dynamic sequence” is selected, the document must have a series defined.

​
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.
API Reference Sequences - Introduction
Series - Overview
Series - Fetch all series
Series - Create a series
Series - Fetch a series
Entries - Overview
Entries - Fetch all series entries
Entries - Create a series entry
Entries - Fetch a series entry
Related Guides Series Guide

​
FAQ

This happens because you have not defined a series in your document. This is used to determine which dynamic sequence to assign in the “Add Sequential Code” workflow step.
Many jurisdictions require separate numbering series for different document types; e.g., one for standard invoices and another for credit notes. Even when it’s not mandatory, keeping distinct series is simply good practice and makes administration easier, so we recommend this approach.