Articles on: GST

How To Create Transaction Series In invoicera.

In Invoicera, the purpose of the Transaction Series is to help you organize and differentiate various types of financial documents (like invoices, estimates, purchase orders, etc.) by assigning custom serial formats. **

This ensures clear tracking and avoids duplication.

Why it's useful:

Separate series for different branches or departments.

Easy identification of documents based on prefix or pattern.

Helps in auditing, GST filing, and compliance (especially in India).

Allows you to reset numbering (monthly, yearly, or custom).

Example:

Let’s say you have two branches:

Mumbai branch: Invoices can start as MUM/INV/001

Delhi branch: Invoices can start as DEL/INV/001

Each branch will have its own transaction series to keep things organized.

Steps to Create a Transaction Series in Invoicera

Step 3. Click on the “Transaction Series” tab.

Step 4. Click the “Create Transaction Series” button.

Step 5. Enter the required details in all the fields:

Transaction Series Name

Invoice

Recurring Invoice

Credit Note

Purchase Order

Estimate

Proforma Invoice

Step 6. Click on the “Save” button.

Step 7. The newly created Transaction Series will now be visible in the listing.

Updated on: 22/07/2025

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