In this module we will discuss :- How to add custom invoice number sequence ? How to remove active invoice sequence ? How can you track historical invoice sequence ? What are the features of invoice number sequence ?

1. Customize the invoice
number sequence
In this module we will discuss :-
1. How to add custom invoice number sequence ?
2. How to remove active invoice sequence ?
3. How can you track historical invoice sequence ?
4. What are the features of invoice number sequence ?

2. How to add custom invoice number sequence ?
Click on Profile tab
1
1.

3. Click on Invoice
settings
2.
2
How to add custom invoice number sequence ?

4. 3
Click on Add custom
invoice number
sequence
for warehouse you want to
activate it on
3.
3
How to add custom invoice number sequence ?

5. Seller has two different series for VAT & CST compliant orders
Repeat above 2 steps
for CST series
Drag and Drop all the 4
attributes in any order
of choice
Serial Number Increases
on the basis of basic value
that you set for it
Example : 23
4a.
4b.
5.
5
4
4a
4a
How to add custom invoice number sequence ?

6. Select Validity-from-
to of the series using
Calendar view
Custom invoice series
expires in new FY if
reset not enabled
Save the custom series
and proceed
8
7
6
7.
8.
Note– New customized series will be enabled by 12 AM after creation and till then Paytm's default series will
continue.
6.
How to add custom invoice number sequence ?

7. Saved invoice pattern
is displayed for each
warehouse for VAT &
CST
Saved invoice sequence are active and available,
Validity of the invoice
sequence is indicated
9a
9b
9b.
Note - It is allowed to add multiple series for future dates without overlap for a particular warehouse.
9a.
How to add custom invoice number sequence ?

8. Sample invoice with customized series
How to add custom invoice number sequence ?

9. Click on Delete option
to initiate removal of a
existing series
1
1.
How to remove active invoice sequence ?

10. Post confirmation the existing series will be removed immediately and Paytm default series
will continue
Click on Yes
2
Note– New series for the warehouse can be set again.
2.
How to remove active invoice sequence ?

11. Click on Show History
12 1
1.
How can you track historical invoice sequence ?

12. A pop up lists all the
Seller Invoice sequences
for all Warehouses and
VAT/CST combination
with latest invoice
created on top
13
2
2.
How can you track historical invoice sequence ?

13. Features
Create/Manage/Customize your Invoice
sequence
Flexibility for a seller to customize invoice
sequence for any of his mapped Warehouse
You can manage different sequences for
VAT & CST based orders
Same sequence can be continued for
next financial year with a reset
Instant removal of an existing sequence
and fallback on old Paytm sequence
History of all configured invoices till
date
What are the features of invoice number sequence?

14. Thanks everyone!
For any query please raise a ticket on support