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How to set a custom receipt number pattern ​

Every receipt gets a number. A new library starts with numbers like REC2610001 (REC, the year and month, then a serial number). Until you save your own pattern, Receipt numbering says so in a blue note and shows this default. A pattern lets you use your own format, such as DSS-2610-0001.

Who can do thisOwner, Org admin by default, or any staff role given Org Settings → Manage in Settings → Staff role permissions.

Set your receipt number pattern ​

  1. In the left menu, click Settings.
  2. On the Organization tab, click Receipt Generator and scroll to Receipt numbering.
  3. Choose a Generation method: Custom pattern, Default template or Serial numbers.
  4. For a custom pattern, click Pattern components to add them in order, such as Year (2 digits), Current Month (2 digits) and Serial Number (configurable digits).
  5. Optional: enter a Prefix, Suffix and Separator.
  6. Check the Live preview, then click Save changes.
Receipt numbering settings with generation method, pattern components and live preview
  1. Generation methodCustom, template or serial
  2. PrefixText at the start, such as DSS
  3. Live previewSample receipt numbers

Receipt numbering works the same way as member IDs, and the screen uses some of the same wording. See How to set a custom UID pattern for every pattern part.

What happens next ​

New receipts use the new pattern. Existing receipts keep their numbers.