27Finance hygiene
Create invoice numbers that remain unique and traceable
Use one controlled sequence with financial year, type, and padded number—then keep a register to prevent silent duplicates.
BEFORE
AFTER
01 / Do it yourself
From zero to working.
Read the complete sequence before starting. Use a test account or non-production copy whenever the workflow touches important business data.
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01
STEP 1
Confirm accounting and regulatory requirements with your advisor.
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02
STEP 2
Choose one sequence owner and stable format.
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03
STEP 3
Never reuse a cancelled number; mark it cancelled.
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04
STEP 4
Reconcile the register with accounting records monthly.
02 / Useful starter
Example pattern
FY26-27/INV/00042\nFY26-27/CRN/0000703 / Check before you change
Useful guardrails.
✓Tax rules vary by business
✓Do not let multiple sheets issue numbers
✓Keep immutable issued PDFs
✓Document credit-note treatment
Do it for me
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