Unique Number Prefixes

Maxio automatically generates a unique number for a new Invoice, Customer, Contract, Transaction, and Invoice Line Item in the event that the required Number field is left blank. Each of these objects maintains its own counter that is gradually incremented with each new record created of that type.

By default, the counter starts at the number 1 and progresses by an increment of 1 for each record of that type created: your first Transaction created will have a Transaction number of 1, your second will have a Transaction number of 2, and so on. Once the new record is saved, its unique number will not be generated again for a record of the same type, even if the initial record is deleted. If an existing record has already been assigned the next number up to be generated, that number is skipped and the counter moves on to the following one. In other words, the generated numbers will always be unique for each record type.

Prefixes

In addition to the counter, you have the ability to add custom prefixes to the beginning of your record numbers. Both are set in Account Settings:

• Generated Number Prefix - A single, shared prefix applied to Customers, Contracts, Transactions, and Invoice Line Items.
• Generated Invoice Number Prefix - Used exclusively for Invoices. You can run one prefix for every Invoice, or a separate prefix per Register if Maxio Support has enabled per-Register numbering for your account.

Either prefix can be left blank.

Any combination of letters, numbers, and symbols can be used for these prefixes, such as:

• Annual
• 800000
• EURO-
• SegA-

Spaces are not allowed in either prefix.

The prefix is then concatenated with the value provided by the counter to create the full, unique record number.

For example, if a non-Invoice prefix of 2023- was set, you might have a Customer numbered **2023-**12, a Contract numbered **2023-**14, a Transaction numbered **2023-**30, and an Invoice Line Item numbered **2023-**84; all with the same prefix.

Similarly, an Invoice with an Invoice prefix of USD2023- can be numbered **USD2023-**34.

Including the object type in generated numbers

You can also insert an identifier for the object type between the prefix and the counter, so a generated number reads 2026-CUSTOMER-1000 rather than 2026-1000. This makes it obvious from the number alone which kind of record you are looking at.

To turn this on, enable Include Object Type in Generated Numbers in Account Settings. Three identifier fields then appear, one per object type:

All three are required once the setting is enabled, and none of them can contain spaces. The prefix and identifier together cannot exceed 236 characters, which leaves room for the counter value.