DocumentNumber

Overview

The DocumentNumber component enables users to customize the format of document numbers assigned to accounts receivable and accounts payable documents: invoices, quotes, credit notes, delivery notes, and purchase orders.

Users can:

• Set the next number for each document type. This can be useful if the company is migrating from another invoicing platform and wants to maintain their existing document numbering sequences.
• Set the prefix for each document type. For example, INV for invoices, Q for quotes, and so on.
• Add an extra company-specific prefix in addition to the document-specific prefix.
• Change the separator between the components of a document number. For example, -, /, or no separator.
• Include the current year into document numbers.
• Pad the number with zeroes.

The DocumentNumber component is also integrated into the larger TemplateSettings component that provides a unified UI for all available invoice template settings.

Permissions

To access and use the DocumentNumber component, the authenticated entity user must have a role with the read and update permissions for the entity resource.

Usage

Use the DocumentNumber component in your application as follows:

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import { DocumentNumber } from "@monite/sdk-react";
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...
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// This component must be rendered within the MoniteProvider wrapper
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const DocumentNumberPage = () => {
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  return <DocumentNumber />
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};

Props

None.

See also

• LayoutAndLogo
• OtherSettings
• TemplateSettings