Using Variable Text for Number Sequences

Variable text can be used to provide identification and details for invoices and projects.

If you need to include dates, account information, an account address, or other specifics, use variable text to easily insert the details.

Additional variable text options are available for E-Mail Builder.

Variable text tag options

Examples of using variable text in conjunction with number sequences

Variable text tag options

{Account Number}  -  Includes the Account number. Example: Division A will appear as 'DIV-A'.

{Account Number:X} - Creates a number with the specified number of characters plus the account number. X is a number between 1 and 9. Example: Using {Account Number:6} with account number DIV-A will yield '0DIV-A' for a total of 6 characters.

{Date}  -  Includes the request date displayed as a four digit year, two digit month, and two digit day. Example: 3/10/2026 will yield '20260310'.  

{Date:mmdd}  -  Includes only the month and day. Example: 3/10/2026 will yield '0310'.

{Date:yy}  -  Includes only the last two digits of the year. Example:  3/10/2026 will yield '26'.

{Fiscal Year}  -  Includes the four digit year. Example: 2027 will yield '2027'.

{Fiscal Year:yy}  -  Includes the two digit year. Example: 2027 will yield '27'.

{Month}  -  Includes the month of the scheduled invoice date.

{Year}  -  Includes the year of the scheduled invoice date.

{Sequence} - Includes the sequence number you have specified.  Example: {Sequence:7} will pad the number '123' will yield '0000123', producing 7 digits total.

Examples of using variable text in conjunction with number sequences

YC-{Sequence:6}-{Fiscal year}

YC-{Sequence:7}-{Month}, {Year}

{Account Name}-{Sequence:7}-{Month}, {Year}

Read more about creating number sequences.