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Voucher Series (numbering)Voucher Series (numbering)

How to reach itAdministration tab›Series
इसे कहाँ पाएँAdministration tab›Series
OverviewOverview

A Series controls how a voucher type is numbered, which print format it uses, and which GST actions (e-Invoice, e-Way Bill) are offered. It's one of the most important configuration screens.

एक Series तय करती है कि किसी voucher type की numbering कैसे हो, वह कौन-सा print format use करे, और कौन-से GST actions (e-Invoice, e-Way Bill) offer हों। यह सबसे अहम configuration screens में से एक है।

Why it mattersयह क्यों ज़रूरी है
Your own bill-number format, the right print design, and only the relevant compliance buttons showing.आपका अपना bill-number format, सही print design, और सिर्फ़ relevant compliance buttons ही दिखें।
In detail

Configured on the Series screen (Administration tab → Series). Each series belongs to a branch.

Step by step
  1. Open it — Administration tab → Series, then Add (or open the existing one).
  2. Set the numbering: Prefix / Postfix (use {FY} if you want the year in the number), Minimum Width, and Style.
  3. Pick the Print Format and number of copies.
  4. Tick the behaviours this series should have — Einvoice Allowed, EwayBill Allowed, IsWhatsapp, IsEmail, Approval Required.
  5. Save; every new voucher of this series follows the new rules (old numbers don't change).
Every field on the Series screen
  • Prefix / Postfix / Minimum Width — build the printed number; Width zero-pads it (width 4 → 0001). The number is built as Prefix + padded number + Postfix.
  • Prefix/Postfix understand the placeholder {FY} — it becomes the financial year, e.g. Prefix SAL/{FY}/ prints as SAL/2526/0001.
  • Style — when numbering restarts: Daily / Monthly / Continuous / Manual (a Continuous style that also allows back-dating exists).
  • Print Format / Print Copy — the layout and how many copies.
  • Einvoice Allowed / EwayBill Allowed — whether the GST buttons are offered for this series; IsWhatsapp / IsEmail — auto-send on save; Approval Required — see Features → Approval; Department.
FieldWhat it does
NameThe series name you pick while making a voucher (e.g. ‘GST Sale’, ‘Cash Sale’). The only required field.
AliasAn optional short/second name for the same series.
GroupWhich voucher type it belongs to (Sale, Purchase, Receipt…).
Prefix / PostfixText before / after the number. Placeholders {FY} (financial year) and {FYA} (FY alias) are filled in automatically.
Minimum WidthMinimum digits, zero-padded — width 4 prints voucher 7 as ‘0007’.
StyleWhen numbering restarts: Daily / Monthly / Continuous / Continuous (Allow BackDated).
Print Format / Print CopyThe print layout, and the copy labels printed (e.g. ‘Original;Duplicate’).
Tax NatureWhether rates are tax-inclusive or exclusive: Default Including/Excluding (operator can change) or Including/Excluding Only (locked).
Rate ApplicableWhich stored rate auto-fills: Sale / Purchase / Last Purchase / Average. A party's own rate overrides it.
Allow ExamptedWhether GST-exempt items may be billed: Allowed / Not Allowed / Only Allowed.
Einvoice Allowed / EwayBill AllowedYes/No — show the e-Invoice / e-Way buttons for this series.
IsWhatsapp / IsEmailAuto-send the saved voucher — To Customer / To Branch / Ask / To Group, etc.
Whatsapp / Email Format & Copy NameWhich print format and copy label are used for the auto-sent PDF (can differ from the printed one).
Whatsapp MessageThe text sent with the WhatsApp PDF (blank = a default message).
Approval RequiredNo / Yes / Self — whether the voucher needs approval before it takes effect (see Features → Approval).
IsOverseasYes = export/overseas series — gets export GST treatment.
DepartmentLinks the series to a Department for department-wise separation/reporting.
Footer SettingWhich printed footer (declarations/notes) applies to this series.
Display IndexSort order — lower numbers appear first in the series picker.
StatusYes = active and selectable; No = hidden/disabled.
Example
‘Our bill number should look like SAL/2526/0042.’ On the Sale series set Prefix = SAL/{FY}/, Minimum Width = 4, Style = Continuous. The 42nd bill of FY 2025-26 prints exactly that.
Tip
Wrong invoice number → fix Prefix/Postfix/Width here. e-Invoice button not offered → check Einvoice Allowed. Bill not auto-WhatsApping → check IsWhatsapp.
Tip
Series is a per-branch setting — each branch has its own set.
विस्तार से

Series screen पर configure होती है (Administration tab → Series)। हर series किसी एक branch की होती है।

Step by step
  1. इसे खोलें — Administration tab → Series, फिर Add (या मौजूदा वाली खोलें)।
  2. numbering set करें: Prefix / Postfix (number में year चाहिए तो {FY} use करें), Minimum Width, और Style।
  3. Print Format और copies की संख्या चुनें।
  4. इस series को जो behaviours चाहिए उन्हें tick करें — Einvoice Allowed, EwayBill Allowed, IsWhatsapp, IsEmail, Approval Required।
  5. Save करें; इस series का हर नया voucher नए rules follow करेगा (पुराने numbers नहीं बदलते)।
Series screen का हर field
  • Prefix / Postfix / Minimum Width — printed number बनाते हैं; Width उसमें zero-pad करता है (width 4 → 0001)। number इस तरह बनता है Prefix + padded number + Postfix।
  • Prefix/Postfix placeholder {FY} समझते हैं — यह financial year बन जाता है, जैसे Prefix SAL/{FY}/ print होता है SAL/2526/0001।
  • Style — numbering कब restart हो: Daily / Monthly / Continuous / Manual (एक Continuous style जो back-dating की भी अनुमति देती है, वह भी मौजूद है)।
  • Print Format / Print Copy — layout और कितनी copies।
  • Einvoice Allowed / EwayBill Allowed — इस series के लिए GST buttons offer हों या नहीं; IsWhatsapp / IsEmail — save पर auto-send; Approval Required — देखें Features → Approval; Department।
Fieldयह क्या करता है
Namevoucher बनाते समय आप जो series name चुनते हैं (जैसे ‘GST Sale’, ‘Cash Sale’)। एकमात्र ज़रूरी field।
Aliasउसी series के लिए एक optional short/दूसरा नाम।
Groupयह किस voucher type की है (Sale, Purchase, Receipt…)।
Prefix / Postfixnumber के पहले / बाद का text। Placeholders {FY} (financial year) और {FYA} (FY alias) अपने-आप भर जाते हैं।
Minimum Widthकम-से-कम कितने digits, zero-padded — width 4 voucher 7 को ‘0007’ छापता है।
Stylenumbering कब restart हो: Daily / Monthly / Continuous / Continuous (Allow BackDated)।
Print Format / Print Copyprint layout, और छपने वाली copy labels (जैसे ‘Original;Duplicate’)।
Tax Naturerates tax-inclusive हैं या exclusive: Default Including/Excluding (operator बदल सकता है) या Including/Excluding Only (locked)।
Rate Applicableकौन-सा stored rate auto-fill हो: Sale / Purchase / Last Purchase / Average। party का अपना rate इस पर हावी रहता है।
Allow ExamptedGST-exempt items bill हो सकते हैं या नहीं: Allowed / Not Allowed / Only Allowed।
Einvoice Allowed / EwayBill AllowedYes/No — इस series के लिए e-Invoice / e-Way buttons दिखाएँ।
IsWhatsapp / IsEmailsaved voucher auto-send करें — To Customer / To Branch / Ask / To Group, आदि।
Whatsapp / Email Format & Copy Nameauto-sent PDF के लिए कौन-सा print format और copy label use हो (printed वाले से अलग हो सकता है)।
Whatsapp MessageWhatsApp PDF के साथ भेजा जाने वाला text (blank = एक default message)।
Approval RequiredNo / Yes / Self — voucher को प्रभावी होने से पहले approval चाहिए या नहीं (देखें Features → Approval)।
IsOverseasYes = export/overseas series — export GST treatment मिलता है।
Departmentseries को किसी Department से जोड़ता है, department-wise अलगाव/reporting के लिए।
Footer Settingइस series पर कौन-सा printed footer (declarations/notes) लागू हो।
Display Indexsort order — छोटे numbers series picker में पहले आते हैं।
StatusYes = active और चुनने योग्य; No = hidden/disabled।
Example
‘हमारा bill number ऐसा दिखना चाहिए SAL/2526/0042।’ Sale series पर set करें Prefix = SAL/{FY}/, Minimum Width = 4, Style = Continuous। FY 2025-26 का 42वाँ bill बिलकुल वैसा ही print होगा।
Tip
गलत invoice number → यहाँ Prefix/Postfix/Width ठीक करें। e-Invoice button offer नहीं हो रहा → Einvoice Allowed check करें। Bill auto-WhatsApp नहीं हो रहा → IsWhatsapp check करें।
Tip
Series per-branch setting है — हर branch का अपना अलग set होता है।
Common questionsआम सवाल
The bill number format is wrong.bill number का format गलत है।
Fix Prefix / Postfix / Minimum Width on the series. Use {FY} in the prefix for the financial year (e.g. SAL/{FY}/). Width zero-pads the number.
series पर Prefix / Postfix / Minimum Width ठीक करें। financial year के लिए prefix में {FY} use करें (जैसे SAL/{FY}/)। Width number को zero-pad करता है।
The e-Invoice button isn't offered for a bill type.किसी bill type के लिए e-Invoice button offer नहीं हो रहा।
Turn on Einvoice Allowed on that series.
उस series पर Einvoice Allowed on करें।
Bills aren't auto-sending on WhatsApp.Bills WhatsApp पर auto-send नहीं हो रहे।
Set IsWhatsapp on the series (To Customer / To Branch / Ask…), and check the Branch's WhatsApp credentials.
series पर IsWhatsapp set करें (To Customer / To Branch / Ask…), और Branch के WhatsApp credentials check करें।
Does changing the series renumber old bills?series बदलने से क्या पुराने bills फिर से number हो जाते हैं?
No — only new vouchers of that series follow the new rules; existing numbers don't change.
नहीं — सिर्फ़ उस series के नए vouchers नए rules follow करते हैं; मौजूदा numbers नहीं बदलते।
Self Test · for support trainingSelf Test · support training के लिए
Not attemptedअभी नहीं किया

3 quick questions — pick an answer to see if it's right and why. For team practice; it doesn't affect your progress.3 छोटे सवाल — कोई answer चुनें और देखें सही है या नहीं, और क्यों। Team practice के लिए; इससे आपकी progress पर कोई असर नहीं पड़ता।

Q1.In a series prefix, {FY} is replaced with…series prefix में {FY} की जगह आता है…

Answer:जवाब: {FY} becomes the financial year (and {FYA} its alias). {FY} financial year बन जाता है (और {FYA} उसका alias)।

Q2.Minimum Width = 4 prints voucher number 7 as…Minimum Width = 4 voucher number 7 को छापता है…

Answer:जवाब: Width zero-pads to that many digits: 0007. Width उतने digits तक zero-pad करता है: 0007।

Q3.Whether e-Invoice is offered for a bill is controlled by…किसी bill के लिए e-Invoice offer हो या नहीं, यह control करता है…

Answer:जवाब: The series' Einvoice Allowed flag turns the button on/off. series का Einvoice Allowed flag button on/off करता है।
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