Configure invoice numbering sequences for Contractor Management (CM and CM+)

The invoice number sequence feature allows employers to create standardized numbering formats for contractor invoices. This ensures consistent invoice numbering across your organization and simplifies invoice management.

How It Works

Creating a Number Sequence

1. In Remote, go to Company Settings
2. In the Contractor invoices section, select Invoice Number sequence.
3. If this is your first time setting up a sequence, you'll see a prompt to create one. Select Create sequence.

Configuring Your Sequence

When setting up your sequence, you can customize:

• Incremental count: Set a starting number with padding (e.g., starting at 1)
• Date format: Choose your preferred date structure (e.g., YYYY-MM for year and month)
• Custom text fields: Add prefixes or other text elements to your sequence
• Reset frequency: Set the sequence to reset monthly, yearly, or another interval

Example sequence structure: [YYYY-MM]-[001]

Managing Your Sequence

Once created, you can edit your invoice number sequence at any time:

1. Access your existing sequence from the settings
2. Modify any element (count padding, date format, text fields, reset frequency)
3. Save your changes

The updated sequence will apply to all new invoices going forward.

Character restrictions

• Allowed in prefixes: Letters A–Z (uppercase and lowercase), numbers 0–9, dash (-), slash (/), and space
• Not allowed: Special characters like @, #, $, %, &, or symbols that may not be supported by accounting systems
• If you enter invalid characters, Remote displays an error message

See also:

• How contractor invoicing works
• How do I review contractor expenses?