Invoice and estimate numbering

Sliptree lets you customise your own numbering system for invoices and estimates. It is set up in a way that allows you to essentially 'set it and forget it'. This is possible thanks to our dynamic placeholders.

Setting up invoice or estimate numbering

The invoice and estimate numbers can be modified under Business Settings.

Use placeholders on invoice or estimate numbers by inserting each one within their own set of curly brackets - {} . A list of available placeholders is available below.

Sequential number and a simple example

A simple, common way of numbering invoices is to use the current year and month with a sequential number, with a dash between each. For example, let's take an invoice issued in June 2024, which has a sequence number of 5.

Given these settings:

• Invoice number format: {Y}-{m}-{x}
• Next invoice number: 5
• Number padding: 0

The invoice number would be 2024-06-5

Using text

Invoice numbers don't have to only include numbers, however. It is also possible to utilise textual representations of months with placeholders or just plain text, for example:

• Invoice number format: Sliptree-{Y}-{M}-{x}
• Next invoice number: 5
• Number padding: 0

The resulting number will be: Sliptree-2024-Jun-5

Number padding

Number padding can ensure the invoice number length stays the same length even when the sequential number itself doesn't. The amount entered here will be the total length of the sequential number. Here's an example:

• Invoice number format: {Y}-{m}-{x}
• Next invoice number: 29
• Number padding: 4

The invoice number would be 2024-06-0029

List of available invoice/estimate number placeholders