Invoice sequence

When confirming an invoice, Thrive ERP generates a unique invoice reference number. By default, Thrive ERP uses the following sequence format INV/year/incrementing-number (e.g., INV/2025/00001), which restarts from 00001 each year.

However, it is possible to change the sequence format and its periodicity, and to mass-resequence invoices.

Changing the default sequence

To customize the default sequence, open the last confirmed invoice, click Reset to Draft, and edit the invoice’s reference number.

Thrive ERP then explains how the detected format will be applied to all future invoices. For example, if the current invoice’s month is added, the sequence’s periodicity will change to every month instead of every year.

Mass-resequencing invoices

It can be helpful to resequence multiple invoice numbers. For example, when importing invoices from another invoicing or accounting system and the reference originates from the previous software, continuity for the current year must be maintained without restarting from the beginning.

Follow these steps to resequence invoice numbers:

1. Activate the developer mode.

2. From the Accounting Dashboard, open the Customer Invoices journal.

3. Select the invoices that need a new sequence.

4. Click the  Actions menu and select Resequence.

5. In the Ordering field, choose to

   • Keep current order: The order of the numbers remains the same.

   • Reorder by accounting date: The number is reordered by accounting date.

6. Set the First New Sequence.

7. Preview Modifications and click Confirm.

The first invoice using the new sequence appears in red in the Customer Invoices list.