You can create a new customer under the Customers tab or when creating a new document. You have the option of assigning an individual customer number to the customer.

If the customer numbers are to be assigned automatically on a consecutive basis, you can define this in the settings under Invoicing. There, you can also specify how the customer numbers should be structured. The recommended format for customers is “C” or “C-”.

If you already have a list of customer data, we can import it into OfficeOn for you.

Feel free to contact us via the chat.

Invoice and quote numbers are assigned automatically in OfficeOn as soon as a quote or invoice is finalised. You can assign the starting digit (e.g. I-2022-001) of the number range yourself, in the settings under “Billing”. The numbers are then consecutively assigned.

You can define any prefix you want. Recommended formats are, for example, "Q" or "Q-" for quotes and "I" or "I-" for invoices.

In the field “Start with”, you can specify which digit to start with. This must be numerical and can have any number of digits. If you select 0001, for example, this goes up incrementally as follows: 0001, 0002, ...0010, etc.

Under “Next quote number” or “Next invoice number”, you can see which number will be assigned next, based on your current entry.

The quote and invoice numbers, as well as the customer numbers, are displayed in the top right section of the finalised documents.

Important: You can choose your format (prefix + number) as you wish, but please consult with your tax advisor. It is not possible to assign a quote or invoice number twice.