Invoice, Debit and Credit Memo Sequences Example

This topic provides an example of an invoiced, debit, and credit memo sequence.

Set up a range of 500 credit memo numbers to use during September 2016, for customers in the invoice category DEFAULTCATEGORY. The numbers use the prefix CR and start with number 2000. Specify this information on the Invoice, Debit and Credit Memo Sequences form:

Type: Credit Memo
Start Date/End Date: 9/1/03 through 9/30/03
Group: 1
Category: DEFAULTCATEGORY
Starting Invoice: CR2000 (number expands automatically to the full invoice number length)
Ending Invoice: CR2500 (number expands automatically to the full invoice number length)

If you use up all of these numbers before the end of September, close the sequence. The next group is automatically set to Group 2 for the same date range, and you can add more numbers.

If you do not use all the numbers in the range by the end of September, close the sequence and void the remaining unused numbers.

Note: A sequence record can be deleted only if the sequence is marked as Closed. Deleting a sequence record removes any voided invoices that exist within the invoice number range being deleted.