Subscription Invoice Module + Sales Invoice Naming/Numbering Series S.YYYY.MM.###

ERPNext
1

Dear All

I am in the process of implementing subscription-based invoices for my company. I have set up the following with actual data in my account:

  • Price List, Item-wise Price List
  • Subscription Plan, Subscription List

The invoice numbering/naming series should follow the format: S202408001.

  • 1st digit prefix: S
  • Next 4 digits: Year from the invoice date (not the system date)
  • Next 2 digits: Month from the invoice date (not the system date)
  • Last 3 digits: Running serial number

Please note that I have created an additional company also as a branch account under main parent company. For this, the first digit should carry the letter M, with its own last 3 digit running serial numbers. (year & month same as above)

I am currently stuck with setting up this invoice numbering series. Once this is resolved, I can start using it live. I am very keen to implement ERPNext modules one by one. Assist /Support me to proceed further.

Thanks & Regards
Pritam

2

Hi,
Look at the documentation for Naming Series and see if the example in 4 could be used with the fields from the doctype:
https://docs.erpnext.com/docs/user/manual/en/document-naming-settings