Number Sequences define how Quotes, Orders, Invoices, and other documents are numbered. They allow the numbering format to be customized to match business requirements. Using Number Sequences, consistent and organized document identifiers can be maintained across the organization.

Step-by-step guide to adjusting the number format #

1. Open the Legal Entity tab:
   • In the Salesforce environment, navigate to the Legal Entity tab.
2. Open the default record of the instance:
   • As mentioned earlier, a default Legal Entity is automatically created with predefined data from the Salesforce organization.
   • Click this record to open it.
3. Go to the “Templates & Branding” tab:
   • Within the record, open the Templates & Branding tab.
4. Check the default Number Sequences:
   • On the right side of the screenshot, the default Number Sequences for various documents assigned to this Legal Entity will be displayed.

5. Open a Number Sequence record:
   • Click one of the Number Sequences to edit its configuration fields. The following fields will be shown:
     • Number Sequence Name – The name of the number sequence (e.g., Quote Number Sequence for the Quote documents).
     • Format – The format of the number.
     • Number – The last number assigned in this sequence.
     • Object Name – The object this number sequence applies to (e.g., Quote, Invoice, Order).

Editing not possible? To edit a number sequence, don’t use the small pencil icon. Instead, click directly on the link — for example, Quote Number Sequence.

Adjust Number Format #

6. Adjusting the number format:
   • In the Format field, it’s possible to customize the number format. An example for invoices could be:
     • From INV-[NUMBER]{8} (8-digit number) to INVOICE-[NUMBER]{3} (3-digit number).
   • Simply adjust the number inside the curly brackets {8} or {3} according to the business needs.

7. Preview the Document
   • Go to the any financial document object for which the file is not yet generated. (In this example, the Quote number is adjusted to Q-[NUMBER]{4})
   • View a preview of the document to check how the new number format is displayed on the document.

Advanced Options #

8. Using Multiple Number Sequences for the same object:
   • Multiple Number Sequences for the same object could be created. A default Number Sequence is specified in the Legal Entity record and is selected for the document by default, unless another value is provided in the Number Sequence lookup.

9. Number Sequences in Finblick allow the use of dynamic placeholders to create flexible, date-based numbering for documents. The following placeholders are supported:
   • YYYY → full current year (e.g., 2025)
   • YY → last two digits of the current year (e.g., 25)
   • MM → current month in two digits (e.g., 10)
   • DD → current day of the month in two digits (e.g., 07)
   These placeholders can be used within the Format field of a Number Sequence to automatically generate document numbers that include the current date components. For example, a format of INV-DD-MM-YYYY-[NUMBER]{4} will generate INV-24-10-2025-0001.
10. A separate Number Sequence for cancellation invoices can be configured on the Legal Entity record using the Cancellation Invoice Number Sequence field. If a value is provided, it is used for generating the numbers of cancellation invoices. If the field is left blank, the value from the Invoice Number Sequence field is used instead.
11. Number Sequences can also be applied to Customer and Supplier Numbers. This allows for consistent and sequential numbering of Account records, ensuring that each new record receives a unique identifier.
    • For this, Generate Customer Numbers and Generate Supplier Numbers settings should be turned on in the Application Settings in Finblick Setup.
    • Generate Customer Numbers automatically generates unique customer number for the selected Account when opening preview of the new documents (Quote, Customer Order Confirmation, Invoice).
    • Generate Supplier Numbers similar to customer numbers, this enables the automatic generation of supplier numbers whem opening preview of the new documents (Supplier Order Confirmation, Credit Note).