Payment application number set up
Updated over a week ago

Edition: Business, Enterprise

User-level: System Admin, Director

This article shows you how to set up the default numbering for payment applications you generate in Synergy.

Payment application numbers can be customised, and when used in a Draft Invoice can be auto-assigned.

Configuring Payment application numbers:

  1. Go to Organisation drop down > Settings > Organisation > Payment Application Numbers.

  2. Click "Add" to add a new Payment Application Number

  3. You can customise the Prefix, set the starting number and edit the format you want your numbers to be displayed.

Setting a Default:

With your payment application numbers configured, you can now set a default Payment Application Number per office. To do this:

  1. Go to Organisation drop down > Settings > Organisation > Offices

  2. If you're using Multi-office, you can edit the appropriate office, otherwise you'll be taken to the office settings you have.

  3. Scroll down the page until you get to "Projects and invoicing" to Payment Application number

  4. Select an option from the drop down list, and save your selection.

When a choice is made, any project with this office assigned will auto-generate payment applications with this numbering format.

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