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This screen can be used to create and maintain the set of possible invoice numbering schemes that will be available for use in your system.
Billing Managers will select a specific invoice numbering scheme (defined here) when setting up the project billing information (on a project by project basis).
Do note that Unanet invoice numbers are guaranteed to be unique but they will not necessarily be sequential without gaps. That is, should you delete a draft invoice, that invoice number will not be reused.
If your goal is to provide for a specific invoice format for certain projects, you will need the administrator to define the invoice number format on this screen so that it can be available to associate with that particular project. It is possible to associate a specific invoice number format with multiple projects and as such the uniqueness will be preserved across those projects and not within each project.
This screen is available to users having the Administrator role.
This screen is available with the Project Tracking, Project Portfolio, and Project Financials family of Unanet licenses.
Topics covered on this help page include:
You may also be interested in:
Project Accounting > Instructional Guide (search for this topic in the Knowledge Center)
Billing > Instructional Guide (search for this topic in the Knowledge Center)
Project >> Invoice Setup (for more information about specifying an invoice format for a specific project)
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