Edition: Professional, Business, Enterprise
User-level: Assistant Administrator, System Administrator
Set up the default credit numbering format for your Organisation. Add custom credit numbering formats to match your company's requirements.
What are credit numbers?
Synergy credit numbers are made up of 2 sections: a prefix and a sequential number counter. A prefix can contain numbers and letters. The numeric counter can be between 2 and 9 digits. You'll also be able to select the invoice number that should be used next.
How to add a new Credit Number
From Side Navigation, click your organisation > Organisation Settings > Financial > Credit Numbers
Click on the Add button in the top right
Add the letter or numbers required as the prefix (e.g. CN)
Enter the numerical format (how many numbers do you want your Credit Number to be?)
Enter the next credit number in line ie if you have existing invoices up to CN005, the next invoice should be 6
Synergy will provide a preview of the credit numbering sequence you've created
Click Save
Tips:
The credit number prefix must be different than the invoice prefix.
Most accounting systems support a credit number format of up to 20 characters. e.g. 10 characters in the prefix, and 10 digits in the counter.
Do not add special characters to your credit note prefix such as /\:*?<>| as special characters can cause issues with saving data in other third party software packages. e.g. Microsoft or Mac file names don't allow these characters, and most accounting systems don't allow special characters in their job/inventory item numbers.
Want your prefix to include more parts of the date? Try out other standard date components like ddMMyyyy to get today's date as the prefix. Just add a hyphen in front and after the date bookmarks added to the prefix field for this to work. E.g. -MMyyyy- or -ddMMyyyy- or -MMddyyyy- as the prefix to generate the date in front of the next number available in the sequence. The date is included in the preview after the credit number has been saved.
Delete or make a credit note number inactive
You'll be able to delete a sequence that has not already been used on a credit note.
Hover over the credit number that you want to edit, then click the edit icon (pencil).
The credit note row can now be edited 'in-line'. Untick the Active checkbox, then click the green tick to save.
Change the filter options to 'Inactive' > click Apply filter
Open the credit note row for edit > click the red x > refresh the browser tab
If the credit number sequence has been used but you no longer require it, make it inactive.
Hover over the credit number that you want to edit, then click the edit icon (pencil).
The credit note row can now be edited 'in-line'. Untick the Active checkbox, then click the green tick to save.
