An annual reset of invoice numbers benefits businesses by ensuring financial discipline, compliance with tax laws, and preventing duplicate invoicing. It helps maintain a structured numbering system, making bookkeeping and auditing more efficient. With WebToffee’s WooCommerce PDF Invoices, Packing Slips, and Credit Notes plugin, store owners can easily auto-reset WooCommerce invoice numbers at the beginning of every year. Here’s how you can enable the auto reset invoice number functionality for your store.
- Select ‘Custom numbers‘ for invoices.
- Specify a prefix, a suffix, or both containing year [Y].
- Input a starting number for invoices.
- Enable the ‘Auto reset invoice numbers annually‘ option.
- Save the Settings.
Note:
To ensure the annual reset feature functions properly, the following conditions must be fulfilled:
- Use custom numbers for invoices.
- Add a prefix or suffix with the year [Y] placeholder.
- Enable the ‘Auto reset invoice numbers annually’ option.
Reset invoice numbers annually
Resetting invoice numbers makes it easier to keep records organized by grouping transactions by financial year so you can quickly track and manage invoices.
Below are the detailed steps for enabling the auto-reset invoice number functionality:
Step 1: Select ‘Custom numbers’ for invoices
- Navigate to Invoice/Packing > Invoice from the WordPress dashboard.
- Under the General tab, head to the Invoice number section and find the Invoice number format option.
- From the dropdown, select ‘Custom number‘ for invoices.
Step 2: Specify a prefix, a suffix, or both containing year [Y]
- Now, specify a prefix, a suffix, or both containing the placeholder year [Y]. To add a year as the suffix, click on the suffix field and pick the date format string indicating the year [Y].
Step 3: Input the invoice number length and starting number for invoices
- Specify the length for invoice numbers.
- Next, input a starting number for the invoice number series. This will serve as the initial number following each annual reset, with the latest number specified taking precedence.
Step 4: Enable the ‘Auto reset invoice numbers annually’ option
- Head to the ‘Auto reset invoice numbers annually’ option and enable it.
Step 5: Save the Settings
- Click on Update Settings to save the changes.
After configuring the annual invoice number reset functionality correctly, you can monitor its status by navigating to WooCommerce > Status > Scheduled Actions. Within this tab, you will find a hook named “wt_pklist_restart_invoice_number_event” associated with the reset functionality.
As the image below indicates, under Scheduled Actions, you can review the status of the action, its recurrence duration, the scheduled date for its next occurrence, and the time of action creation.
