Using Number Sequences
Number sequences help standardize identification numbers. They can be used for invoices and projects in Quadra. By establishing sequence rules, you can create customized formats for identification numbers that are automatically generated.
Note that number sequences can accommodate variable text tags including {Account Number}, {Fiscal Year}, {Year}, and {Month} along with the existing {Sequence} tag.
Read more about using number sequences for invoices
Read more about using number sequences for projects
The Manage Sequences grid includes all sequences that have been created. Sequences intended for invoices will appear along with those intended for projects.
When managing sequences, you can only edit a sequence if it is not in use. This is to avoid reusing a number.