How can I customize ID Numbers?

Utilize code templates to give your records unique identifiers.

In the account's general settings, ID Numbers can be customized with codes. Use the text field below the "Next ID" drop-down to establish how the ID is formatted.

The specific code you can add to this text field to customize the ID number is as follows:

• {{yy}} - 2 number year (Example: 14, 15, 16)
• {{yyyy}} - 4 number year (Example: 2014, 2015, 2016)
• {{d}} - numeric day (Example: 1, 2, 3)
• {{dd}} - numeric day (Example: 01, 02, 03)
• {{m}}  - numeric month (Example: 1, 2, 3)
• {{mm}} - numeric month (Example: 01, 02, 03)
• {{jobid}} - auto incremented job id (Available for Job)
• {{contactid}}  - auto incremented invoice id (Available for Contact)
• {{taskid}}  - auto incremented invoice id (Available for Task)
• {{estimateid}}  - auto incremented estimate id (Available for Estimate)
• {{budgetid}}  - auto incremented invoice id (Available for Budget)
• {{documentid}}  - auto incremented invoice id (Available for Document)
• {{workorderid}} - auto incremented invoice id (Available for Work Order)
• {{materialorderid}} - auto incremented invoice id (Available for Material Order)
• {{invoiceid}} - auto incremented invoice id (Available for Invoice)
• {{creditmemo}}  - auto incremented credit memo id (Available for Credit Memo)
• {{locationcode}}  - the location code for this location. Location codes are set in the Company tab of your Settings.
  
  
  
  

Example ID Numbers

• Contact ID showing the initials of your company followed by default Contact ID number followed by the year using the four number year format. Just delete the extra spaces between the curly brackets. *In this example, company initials are JN.
  Code: JN-{{contactid}} -{{yyyy}} 
  How it appears: #JN-1058-2020
• Task ID showing location name to differentiate between two locations followed by default Task ID number. Just delete the extra spaces between the curly brackets. *In this example, JobNimbus is used as the company name.
  Code: {{locationcode}} {{taskid}} 
  How it appears: #JobNimbus1009
• Task ID showing Day, Month, and two number year format followed by default Task ID number. Just delete the extra spaces between the curly brackets. 
  Code: {{dd}} {{mm}}{{yy}} -{{taskid}} 
  How it appears: #020520-1050
• Invoice ID showing INV before default  Invoice ID number to specify it is an invoice. Just delete the extra spaces between the curly brackets. 
  Code: INV{{invoiceid}} 
  How it appears: INV1012