Numbering and VAT rates

For owners and managers

Document numbering

Open Settings → Document numbering. For each document (jobs, quotes, invoices, credit notes, customers, sites, contracts and so on) you can change the Prefix and the number of Digits. Next reference shows what the next one will look like.

Numbers only ever move forward and are never reused. Invoices and credit notes are Gap-free. See Why invoice numbers can’t change.

VAT rates and labour rates

Open Settings → Finance. Here you set:

your VAT rates and which one is the default,
your labour rate card, used by Price from rate card on jobs,
quote validity, reminders and approval limits,
invoice payment terms, bank details and the terms printed on quotes and invoices.