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

The invoice number sequence feature allows company admins to create standardized numbering formats for Contractor Management and Contractor Management Plus invoices. This creates consistent invoice numbering across the company and simplifies invoice management.

How it works

Company admins can create an invoice number sequence and choose whether the invoice count applies separately to each contractor or across the entire company.

Create a number sequence

1. In Remote, go to Company Settings.
2. In the Contractor Invoices section, select Invoice Number Sequence.
3. If you have not created a sequence before, select Create Sequence.

Configure your sequence

When setting up your sequence, you can customize the following:

• Invoice count: Choose whether the invoice count applies per contractor or across the entire company. You can also set a starting number and add leading zeros, such as 001.
• Date format: Choose the date structure that appears in the invoice number, such as YYYY-MM for the year and month.
• Custom text fields: Add prefixes or other text elements to the sequence.
• Reset frequency: Choose how often the sequence resets, such as monthly or yearly.

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

Manage your sequence

You can edit your invoice number sequence at any time:

1. Go to your existing sequence in Company Settings.
2. Update the invoice count settings, count padding, date format, custom text fields, or reset frequency.
3. Save your changes.

The updated sequence applies to all new invoices going forward.

Character restrictions

• Prefixes can contain uppercase and lowercase letters, numbers, dashes, forward slashes, and spaces.
• Prefixes cannot contain unsupported special characters, such as the at sign, hash, dollar sign, percent sign, or ampersand.
• Remote displays an error message if you enter an invalid character.

See also:

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