Document numbering
Set up numbering in Pennylane before finalizing invoices or enabling a quote or commercial document workflow
Why configure numbering?
Order Invoicer follows Pennylane's numbering rules, which depend on the document type:
- Invoices and credit notes: numbering is only required for the Finalized status. Drafts are not numbered and work without it.
- Quotes and commercial documents (proformas, delivery notes, purchase orders): numbering is required to create the document, whatever its status.
Until numbering is configured in Pennylane, in the connector's Workflows settings tab:
- for invoices and credit notes, the Finalized status is greyed out: the workflow only runs in Draft;
- for quotes and commercial documents, the workflow toggle is disabled and the Numbering required badge is shown.
| Pennylane numbering | Workflows | Required |
|---|---|---|
| Invoices | Orders → Invoices, Refunds → Credit notes | For the Finalized status only |
| Quotes | Orders → Quotes, Draft orders → Quotes, Abandoned checkouts → Quotes | Always |
| Proforma invoices | Draft orders → Proformas | Always |
| Delivery notes | Orders → Delivery notes | Always |
| Purchase orders | Orders → Purchase orders | Always |
Credit notes use the invoice numbering. Complementary invoices (fulfillments, order edits) are always created as drafts and need no numbering, and neither do customer and product synchronization.
How to configure numbering
- Log in to your Pennylane account
- Go to Settings > Customer invoice editor
- In the Numbering section, define your format (e.g.
FACT-{YYYY}-{0000}) - Save the settings
- Go back to Order Invoicer and reload the Workflows tab: the Finalized status and the related workflows are now available
Quotes and commercial documents (proformas, delivery notes, purchase orders) each have their own numbering, to be set up the same way in Pennylane if you enable the matching workflows.
For more details, see the Pennylane help: numbering invoices and configuring the customer invoice editor.