The Autonumbering feature allows you to give a unique number to your merged documents.
Here are a few notes on this subject:
- To access the Autonumbers windows, go to Options>AutoNumbers...
- You may create as many autonumbering scheme as you want: you can have one for quotes, one for invoices, one
for way bills, etc.
- The AutoNumber syntax consists of an automatically incremented number with optional additional text.
In the screenshot below, the next number that will be generated will be WB-00494.
For the AutoNumber to appear in your merged document
- You need to insert it in your template. You'll find it at the bottom of the current record's field list (see screenshot below).
- If you have more than one autonumbering scheme, make sure you select the right one before running the template.
If something went wrong...
If you need to recreate a document with a number already used, you always have the ability to choose a number manually (see below).
In such a case, the next number to be used will not be affected.
If you want to set the next number back, go to Options>AutoNumbers and edit the autonumbering scheme.