How to use Prefix Adjustment?

You may access Prefix Adjustment in the system by following the steps below,

1. Click on the profile icon in the top-right corner.
2. Select Settings from the dropdown menu.
3. Under School Settings, go to Prefix Adjustment to access the customisation options for invoices and receipts.
   
   

Customising Prefix for Future Records

Steps:

1. Click the Edit button under the section you want to adjust.
2. Fill in the required fields, including:
   • Prefix: The starting part of the invoice/receipt number.
   • Numeric Length: The number of digits in the numeric part of the ID.
   • Numeric Start Number: The starting number for the numeric part of the ID.
3. Click Save.
   
   

• Each time a new invoice or receipt is generated, the numeric start number will increase by 1. For example, if the last invoice was INV-10234, the next one will be INV-10235.
• If the numeric part reaches the maximum value, the system will automatically increase the numeric length by one digit for the next invoice or receipt. For example, the last invoice number was INV-99999, then the next invoice will be INV-100000.
• The total character limit for each prefix (including the prefix and numeric length) is 255 characters.
• Adjustments to Next Invoice & Next Receipt settings will only apply to future invoices and receipts.
  
  

Customising Prefix for Existing Records

Steps:

1. Select a date range or a specific date for the records you want to adjust.
2. For Adjust Existing Invoice, the system will filter invoices based on their generated date. For Adjust Existing Receipt, it will filter receipts based on their creation date.
3. Fill in the required fields (Prefix, Numeric Length, and Numeric Start Number).
4. Click Save.
   
   

Important Notes:

• If you adjust the prefix for existing invoices or receipts after they've been generated, the title or PDF file in email notifications will not update. The change will only apply to records in the system and won’t affect any previously issued documents.
• Adjusting the Existing Invoice & Existing Receipt will not impact your Next Invoice & Next Receipt.