Records in Ordway default to a sequential, auto-generated numbering scheme when created that prefixes the document type (e.g. INV- for Invoices) and assigns a sequential number (e.g. 00001) to create the external ID that is used in:

• URLs (i.e.: app.ordwaylabs.com/customers/C-00001)
• Integrations (i.e.: Invoice ID used in QBO integration as the Invoice #)
• Exports
• Reporting

Document Numbering Rules

• Prefix field can contain characters, numbers, an underscore or hyphen. No other special characters are permitted. 
• Next ID field must contain a positive integer.

Prefix:

The prefix of the document numbering can be changed at any point in time, for any document type.

Example: Journal Entries in Ordway are prefixed to JE-##### by default and can be edited to use any Prefix and Next ID (numeric string) assigned under Menu > Setup > Document Numbering:

NOTE: Document Numbering temporarily reverts to the Required User Entry setting during an Invoice import until the import is complete. Auto-generated sequence is not available while the import is in process. A Billing Run created during an import will not create an Invoice and must be restarted or recreated.

Edit Document Numbering

Click Edit to update Document Numbering. 

Required User Entry:

The following document types can be overridden to accept a user entered ID, rather than an auto-generated ID:

For these document types, when a setting is changed to Required User Entry, the document ID becomes a required user entry text field upon creation of the record.  

For illustration, after changing Customer ID to Required User Entry, it is now required upon creation of a new Customer record: