To find where you can create and manage invoices, first choose the session for which you'd like to create them. Then click on the Management and Finance tabs.
In Digiforma, the invoice number is made up of a prefix and a number:
Prefix: You can generate it on the edit page of your invoice, you only have to set it once (it can be the year, the year and the month, or a specific mention, the prefix is not imposed):
Number = by default, when you click on automatic numbering, Digiforma will base itself on the invoice with the highest number in your accounting year and suggest the prefix that was associated with the latter by adding + 1.
In Performance Reports > Invoice Tracking you can add the "prefix" column in addition to the number column for additional sorting.
For example, if we want to display all invoices with the prefix "2023:"
Can I reset invoice numbering in Digiforma?
Please note that Digiforma uses the highest invoice number and not the prefix. For example, if you change your prefix during the year (you had 2020 - 89 and changed it to 2021 - 001), Digiforma will base the automatic numbering on the highest invoice number and will therefore default to 2020 - 90 (or 2021 - 90 depending on the prefix you have chosen).
If, for example, you had entered 1999 - 120, then 120 would become the highest number and Digiforma would default to 1999 - 121 (or 2021 - 121 depending on the prefix you have chosen).
The numbering restarts at ‘zero’ at the end of a fiscal year, but accounting rules do not require you to use 01. You can use the number 02, or something else. On the other hand, remember to use another prefix, such as the current tax year.
Can invoice prefixes be updated automatically?
No, the prefix is not updated automatically, you have to modify it each time you want to update it. So be careful, if your invoice prefix corresponds to the current month, you will have to reset it each month.
Please note: when you create a deposit invoice, a prefix is automatically generated, but not a number. You will need to specify the number when you send the invoice.
How do I create an invoice for the previous accounting year?
Once you're back in the correct Management > Finance area of your chosen session, select "Create an invoice:"
To issue an invoice with last year's prefix when the prefix has already been modified for the current year, you need to change the DATE of the invoice, which will automatically update the prefix when the invoice is generated.
You will need to change the invoice date because the software uses the accounting year prefix linked to the date shown on the invoice. Otherwise, the prefix will be based on the number of the last invoice of the year.