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Document numbering preferences

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Jobyo auto-numbers each document type from a prefix, a starting number, and a padding width — so a new invoice becomes INV-00001. You control all three per document type, and set the company identity that prints on invoices, from the General category.

Administrator

What you'll need​

  • The Company preferences: modify permission — this is an administrator area.
  • The numbering scheme you want, especially if you're migrating from another system and need to continue an existing sequence.

How numbering works​

Every generated document is numbered from three parts:

  • Prefix — the letters before the number. Defaults are already set per type: INV (invoice), WO (work order), QUO (quote), PO (purchase order), PRJ (project), GR (goods receipt), TSK (task).
  • Starting number — the next number the system will assign.
  • Padding — the minimum digit width. A padding of 5 shows 1 as 00001. The default is 5.

Set up document numbering​

  1. Open General

    From the main menu, select Company Settings, then General, and scroll to Document numbering.

    company-settings / document-numbering🖥️ Desktop
    Document numbering — prefix, starting number, and padding per document type
    Document numbering — prefix, starting number, and padding per document type

  2. Configure each document type

    For each type you want to change, set the prefix, the starting number, and the padding width.

  3. Save

    Select Save. The next document of each type uses the new format.

Migrating from another system?

Set the starting number higher so your Jobyo numbers pick up where your old system left off and you avoid duplicates. Already-issued documents keep the numbers they were given.

Add your invoicing details​

The Invoicing details section, also under General, holds the company identity that prints on invoices generated by Jobyo.

  1. Open General → Invoicing details

    In Company Settings → General, scroll to Invoicing details.

  2. Fill in your company identity

    Enter your company name, address, phone, email, and website, plus default payment terms (a number of days) and any standard invoice conditions or footer text.

  3. Save

    Select Save. These details appear on invoices generated from Jobyo.

If it doesn't work​

Common blocks & how to fix them
  • "Task number prefix" configuration errorThe task (TSK) prefix hasn't been set. Come back to Document numbering and confirm the task prefix is filled in.
  • No General categoryYour role doesn't include the Company preferences permission. Ask an administrator.
  • New numbers collide with old onesRaise the starting number for that document type so the sequence continues past your existing records.

FAQ​

Related pages

Billing & taxTax profiles and ratesCreate and send invoicesNumbered from these settingsManage quotationsQuotes use the QUO prefix