Set Up Document Numbering

Consistent Numbers, Automatically

Clean, sequential document numbers make your shop look organized and make records easy to reference. Under Settings → Document Numbers, you set the numbering rules for each document type, quotes, invoices, orders, and purchase orders, and Drip Merch handles the rest, assigning the next number every time you create one.

Set a Prefix

1. Choose the document type you want to configure.
2. Enter a prefix to brand your numbers, for example ACME- or INV-.
3. The prefix appears at the front of every number for that document type.

Choose Number Padding

1. Set the padding to control how many digits the number uses.
2. Padding adds leading zeros, so 1 becomes 001 when padding is set to three.
3. Consistent width keeps your documents lined up neatly in lists and exports.

Confirm the Next Number

1. Review the Next number will be preview, which combines your prefix, padding, and the current counter.
2. Adjust the starting number if you're migrating from another system and want to continue an existing sequence. Important: this can only be done before the first document of that type is issued. Once a number has been used, the field is locked and the change is rejected.
3. Save, and the next document you create will use exactly that format.

Keep Types Separate

1. Configure each document type independently, so quotes, invoices, orders, and purchase orders can each have their own prefix and sequence.
2. This keeps your numbering meaningful, at a glance you can tell an invoice from a purchase order.
3. Because numbering is automatic, there's no risk of duplicate or skipped numbers from manual entry.

Set it once and every future quote, invoice, order, and PO comes out perfectly numbered, ready to file, reference, and hand to a customer.